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Concord Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Concord Wealth 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 		$1.73M Sell
5,391
-14
-0.3% -$4.7K 0.22% 98
2025
Q4 		$1.81M Sell
5,405
-221
-4% -$73.5K 0.24% 94
2025
Q3 		$1.85M Buy
5,626
+108
+2% +$34.1K 0.25% 90
2025
Q2 		$1.68M Sell
5,518
-72
-1% -$20.3K 0.24% 96
2025
Q1 		$1.54M Sell
5,590
-204
-4% -$59.3K 0.25% 93
2024
Q4 		$1.68M Buy
5,794
+102
+2% +$29.8K 0.28% 76
2024
Q3 		$1.61M Sell
5,692
-285
-5% -$77.7K 0.27% 76
2024
Q2 		$1.6M Sell
5,977
-73
-1% -$18.9K 0.28% 73
2024
Q1 		$1.57M Buy
6,050
+7
+0.1% +$1.73K 0.28% 75
2023
Q4 		$1.43M Sell
6,043
-222
-4% -$49.1K 0.29% 77
2023
Q3 		$1.33M Buy
6,265
+106
+2% +$23.5K 0.28% 63
2023
Q2 		$1.36M Sell
6,159
-397
-6% -$82.8K 0.29% 57
2023
Q1 		$1.34M Sell
6,556
-1,146
-15% -$229K 0.38% 40
2022
Q4 		$1.47M Sell
7,702
-6
-0.1% -$1.16K 0.44% 37
2022
Q3 		$1.38M Buy
7,708
+886
+13% +$177K 0.44% 40
2022
Q2 		$1.29M Buy
6,822
+1,209
+22% +$248K 0.35% 42
2022
Q1 		$1.28M Sell
5,613
-160
-3% -$36K 0.33% 40
2021
Q4 		$1.39M Buy
5,773
+5,619
+3,649% +$1.33M 0.34% 35
2021
Q3 		$34K Sell
154
-5
-3% -$1.14K 0.01% 284
2021
Q2 		$35K Sell
159
-3
-2% -$651 0.01% 404
2021
Q1 		$33K Sell
162
-277
-63% -$56K 0.01% 403
2020
Q4 		$85K Buy
+439
New +$80.2K 0.07% 146

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

Concord Wealth Partners's VTI Position: Q1 2026 in Review

Concord Wealth Partners reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.26% in Q1 2026, selling an estimated $4.7K and leaving 5,391 shares worth $1.73M. The position accounts for 0.22% of the portfolio, ranked #98.

Concord Wealth Partners first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.85M in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Concord Wealth Partners held 5,391 shares of Vanguard Total Stock Market ETF worth $1.73M as of Q1 2026.
  • Concord Wealth Partners sold 14 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $4.7K.
  • Vanguard Total Stock Market ETF made up 0.22% of Concord Wealth Partners's portfolio in Q1 2026, its #98 holding.
  • Concord Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Vanguard Total Stock Market ETF position peaked at $1.85M in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.