Callahan Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Callahan 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 Q1	$239K	Buy	745 +2	+0.3%	+$671	0.02%	167
2025 Q4	$249K	Sell	743 -22	-3%	-$7.32K	0.02%	160
2025 Q3	$251K	Sell	765 -48	-6%	-$15.2K	0.02%	152
2025 Q2	$247K	Buy	+813	New	+$229K	0.02%	154
2023 Q2	–	Sell	-1,585	Closed	-$323K	–	140
2023 Q1	$323K	Buy	+1,585	New	+$317K	0.04%	121
2021 Q2	–	Sell	-1,002	Closed	-$207K	–	149
2021 Q1	$207K	Buy	+1,002	New	+$203K	0.03%	138

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Callahan Advisors's VTI Position: Q1 2026 in Review

Callahan Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 0.27% in Q1 2026, buying an estimated $671 and bringing the position to 745 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #167.

Callahan Advisors first reported a position in VTI in Q1 2021 and has held it in 6 quarters since. The position peaked at $323K in Q1 2023. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Callahan Advisors held 745 shares of Vanguard Total Stock Market ETF worth $239K as of Q1 2026.
Callahan Advisors bought 2 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $671.
Vanguard Total Stock Market ETF made up 0.02% of Callahan Advisors's portfolio in Q1 2026, its #167 holding.
Callahan Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and has held it in 6 quarters since.
Callahan Advisors's Vanguard Total Stock Market ETF position peaked at $323K in Q1 2023.
3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.