Columbia Advisory Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Columbia Advisory 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 Q2	$1.51M	Sell	4,087 -161	-4%	-$57.6K	0.83%	30
2026 Q1	$1.36M	Sell	4,248 -10	-0.2%	-$3.35K	0.87%	31
2025 Q4	$1.43M	Sell	4,258 -472	-10%	-$157K	0.97%	19
2025 Q3	$1.55M	Sell	4,730 -724	-13%	-$229K	1.07%	18
2025 Q2	$1.66M	Sell	5,454 -375	-6%	-$105K	1.25%	12
2025 Q1	$1.6M	Sell	5,829 -1,516	-21%	-$440K	1.39%	16
2024 Q4	$2.13M	Buy	7,345 +393	+6%	+$115K	1.98%	11
2024 Q3	$1.97M	Buy	+6,952	New	+$1.9M	1.87%	11

Other funds holding VTI

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Columbia Advisory Partners's VTI Position: Q2 2026 in Review

Columbia Advisory Partners reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.8% in Q2 2026, selling an estimated $57.6K and leaving 4,087 shares worth $1.51M. The position accounts for 0.83% of the portfolio, ranked #30.

Columbia Advisory Partners first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.13M in Q4 2024. 1,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Columbia Advisory Partners held 4,087 shares of Vanguard Total Stock Market ETF worth $1.51M as of Q2 2026.
Columbia Advisory Partners sold 161 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $57.6K.
Vanguard Total Stock Market ETF made up 0.83% of Columbia Advisory Partners's portfolio in Q2 2026, its #30 holding.
Columbia Advisory Partners first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
Columbia Advisory Partners's Vanguard Total Stock Market ETF position peaked at $2.13M in Q4 2024.
1,665 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.