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

Core 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
Q2 		$308K Sell
832
-210
-20% -$75.1K 0.13% 134
2026
Q1 		$334K Sell
1,042
-5
-0.5% -$1.68K 0.16% 120
2025
Q4 		$351K Sell
1,047
-6
-0.6% -$2K 0.16% 113
2025
Q3 		$346K Hold
1,053
– – 0.16% 110
2025
Q2 		$320K Hold
1,053
– – 0.16% 116
2025
Q1 		$289K Sell
1,053
-46
-4% -$13.4K 0.17% 123
2024
Q4 		$318K Buy
1,099
+43
+4% +$12.5K 0.18% 116
2024
Q3 		$299K Hold
1,056
– – 0.18% 114
2024
Q2 		$283K Buy
1,056
+3
+0.3% +$776 0.19% 106
2024
Q1 		$274K Sell
1,053
-43
-4% -$10.6K 0.21% 100
2023
Q4 		$260K Buy
+1,096
New +$242K 0.21% 87
2023
Q3 		– Sell
-1,138
Closed -$251K – 115
2023
Q2 		$251K Buy
1,138
+7
+0.6% +$1.46K 0.23% 82
2023
Q1 		$231K Buy
+1,131
New +$226K 0.23% 79

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
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
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
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Core Wealth Partners's VTI Position: Q2 2026 in Review

Core Wealth Partners reduced its Vanguard Total Stock Market ETF (VTI) stake by 20% in Q2 2026, selling an estimated $75.1K and leaving 832 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #134.

Core Wealth Partners first reported a position in VTI in Q1 2023 and has held it in 13 quarters since. The position peaked at $351K in Q4 2025. 1,400 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Core Wealth Partners held 832 shares of Vanguard Total Stock Market ETF worth $308K as of Q2 2026.
  • Core Wealth Partners sold 210 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $75.1K.
  • Vanguard Total Stock Market ETF made up 0.13% of Core Wealth Partners's portfolio in Q2 2026, its #134 holding.
  • Core Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
  • Core Wealth Partners's Vanguard Total Stock Market ETF position peaked at $351K in Q4 2025.
  • 1,400 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.