Councilmark Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Councilmark Asset Management’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	$4.67M	Hold	14,559	–	–	2.68%	10
2025 Q4	$4.88M	Buy	14,559 +89	+0.6%	+$29.6K	2.73%	11
2025 Q3	$4.75M	Sell	14,470 -10	-0.1%	-$3.16K	2.72%	11
2025 Q2	$4.4M	Hold	14,480	–	–	2.79%	10
2025 Q1	$3.98M	Hold	14,480	–	–	2.69%	10
2024 Q4	$4.2M	Hold	14,480	–	–	2.82%	11
2024 Q3	$4.1M	Hold	14,480	–	–	2.75%	10
2024 Q2	$3.87M	Hold	14,480	–	–	2.74%	11
2024 Q1	$3.76M	Buy	+14,480	New	+$3.58M	2.71%	8

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 $12.8B AUM 19.73% 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

Councilmark Asset Management's VTI Position: Q1 2026 in Review

Councilmark Asset Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 14,559 shares worth $4.67M. The position accounts for 2.68% of the portfolio, ranked #10.

Councilmark Asset Management first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.88M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Councilmark Asset Management held 14,559 shares of Vanguard Total Stock Market ETF worth $4.67M as of Q1 2026.
Councilmark Asset Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Total Stock Market ETF made up 2.68% of Councilmark Asset Management's portfolio in Q1 2026, its #10 holding.
Councilmark Asset Management first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
Councilmark Asset Management's Vanguard Total Stock Market ETF position peaked at $4.88M in Q4 2025.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.