Catalyst Financial Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Catalyst Financial Partners’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	$3.89M	Buy	12,129 +1,214	+11%	+$407K	0.46%	32
2025 Q4	$3.66M	Buy	10,915 +197	+2%	+$65.5K	0.41%	30
2025 Q3	$3.52M	Sell	10,718 -22	-0.2%	-$6.95K	0.42%	30
2025 Q2	$3.26M	Buy	10,740 +1,293	+14%	+$364K	0.36%	31
2025 Q1	$2.6M	Sell	9,447 -511	-5%	-$148K	0.48%	31
2024 Q4	$2.89M	Buy	9,958 +845	+9%	+$247K	0.54%	29
2024 Q3	$2.58M	Buy	9,113 +85	+0.9%	+$23.2K	0.5%	30
2024 Q2	$2.42M	Buy	9,028 +7,008	+347%	+$1.81M	0.53%	28
2024 Q1	$500K	Buy	+2,020	New	+$500K	0.13%	107

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 $11.5B AUM 18.72% 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

Catalyst Financial Partners's VTI Position: Q1 2026 in Review

Catalyst Financial Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 11% in Q1 2026, buying an estimated $407K and bringing the position to 12,129 shares worth $3.89M. The position accounts for 0.46% of the portfolio, ranked #32.

Catalyst Financial Partners first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Catalyst Financial Partners held 12,129 shares of Vanguard Total Stock Market ETF worth $3.89M as of Q1 2026.
Catalyst Financial Partners bought 1,214 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $407K.
Vanguard Total Stock Market ETF made up 0.46% of Catalyst Financial Partners's portfolio in Q1 2026, its #32 holding.
Catalyst Financial Partners first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.