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Camelot Portfolios’s Vanguard Total Stock Market ETF VTI Stock Holding History

Camelot Portfolios’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 		– Sell
-36
Closed -$12.1K – 548
2025
Q4 		$12.1K Buy
+36
New +$12K 0.01% 417
2024
Q3 		– Sell
-1
Closed -$206 – 564
2024
Q2 		$206 Buy
+1
New +$259 ﹤0.01% 582
2018
Q3 		– Sell
-2,127
Closed -$299K – 229
2018
Q2 		$299K Sell
2,127
-10
-0.5% -$1.4K 0.13% 161
2018
Q1 		$290K Buy
2,137
+227
+12% +$31.8K 0.14% 151
2017
Q4 		$262K Buy
+1,910
New +$256K 0.12% 142

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Camelot Portfolios's VTI Position: Q1 2026 in Review

Camelot Portfolios sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 36 shares — an estimated $12.1K sold.

Camelot Portfolios first reported a position in VTI in Q4 2017 and held it in 5 quarters. The position peaked at $299K in Q2 2018. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Camelot Portfolios reported no remaining Vanguard Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 36 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $12.1K.
  • Camelot Portfolios first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and held it in 5 quarters.
  • Camelot Portfolios's Vanguard Total Stock Market ETF position peaked at $299K in Q2 2018.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.