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Buttonwood Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Buttonwood Financial Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Sell
4,119
-160
-4% -$57.2K 0.46% 44
2026
Q1 		$1.37M Sell
4,279
-369
-8% -$124K 0.46% 48
2025
Q4 		$1.56M Sell
4,648
-182
-4% -$60.5K 0.52% 41
2025
Q3 		$1.59M Buy
4,830
+1,939
+67% +$612K 0.55% 38
2025
Q2 		$879K Sell
2,891
-147
-5% -$41.3K 0.35% 50
2025
Q1 		$835K Sell
3,038
-87
-3% -$25.3K 0.37% 51
2024
Q4 		$906K Buy
3,125
+1,221
+64% +$356K 0.4% 48
2024
Q3 		$539K Sell
1,904
-35
-2% -$9.55K 0.24% 71
2024
Q2 		$519K Sell
1,939
-3
-0.2% -$776 0.24% 70
2024
Q1 		$505K Sell
1,942
-10
-0.5% -$2.47K 0.24% 73
2023
Q4 		$463K Buy
1,952
+82
+4% +$18.1K 0.25% 74
2023
Q3 		$397K Buy
1,870
+44
+2% +$9.74K 0.25% 75
2023
Q2 		$402K Buy
+1,826
New +$381K 0.25% 71

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Buttonwood Financial Advisors's VTI Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, selling an estimated $57.2K and leaving 4,119 shares worth $1.52M. The position accounts for 0.46% of the portfolio, ranked #44.

Buttonwood Financial Advisors first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.59M in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Buttonwood Financial Advisors held 4,119 shares of Vanguard Total Stock Market ETF worth $1.52M as of Q2 2026.
  • Buttonwood Financial Advisors sold 160 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $57.2K.
  • Vanguard Total Stock Market ETF made up 0.46% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Buttonwood Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • Buttonwood Financial Advisors's Vanguard Total Stock Market ETF position peaked at $1.59M in Q3 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.