Carolina Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Carolina Wealth 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	–	Sell	-1	Closed	-$335	–	337
2025 Q4	$335	Hold	1	–	–	﹤0.01%	260
2025 Q3	$328	Buy	+1	New	+$316	﹤0.01%	215
2023 Q2	–	Sell	-29	Closed	-$5.92K	–	298
2023 Q1	$5.92K	Buy	+29	New	+$5.8K	﹤0.01%	169
2021 Q2	–	Sell	-525	Closed	-$109K	–	320
2021 Q1	$109K	Buy	+525	New	+$106K	0.08%	74

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

Carolina Wealth Advisors's VTI Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 1 share — an estimated $335 sold.

Carolina Wealth Advisors first reported a position in VTI in Q1 2021 and held it in 4 quarters. The position peaked at $109K in Q1 2021. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Carolina Wealth Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 1 Vanguard Total Stock Market ETF share in Q1 2026, an estimated $335.
Carolina Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and held it in 4 quarters.
Carolina Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $109K in Q1 2021.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.