C1AG
VTI icon

Client 1st Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Client 1st Advisory Group’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 		$411K Hold
1,110
– – 0.11% 90
2026
Q1 		$356K Buy
+1,110
New +$372K 0.11% 90

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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Client 1st Advisory Group's VTI Position: Q2 2026 in Review

Client 1st Advisory Group held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,110 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #90.

Client 1st Advisory Group first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. 966 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Client 1st Advisory Group held 1,110 shares of Vanguard Total Stock Market ETF worth $411K as of Q2 2026.
  • Client 1st Advisory Group left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.11% of Client 1st Advisory Group's portfolio in Q2 2026, its #90 holding.
  • Client 1st Advisory Group first reported a position in Vanguard Total Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 966 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.