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

Curated 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 		$1.93M Buy
437,733
+433,418
+10,044% +$155M 0.25% 73
2026
Q1 		$1.38M Buy
4,315
+2
+0% +$671 0.17% 43
2025
Q4 		$1.45M Buy
4,313
+5
+0.1% +$1.66K 0.16% 46
2025
Q3 		$1.41M Buy
4,308
+120
+3% +$37.9K 0.17% 38
2025
Q2 		$1.27M Buy
4,188
+400
+11% +$113K 0.15% 42
2025
Q1 		$1.04M Buy
3,788
+14
+0.4% +$4.07K 0.13% 50
2024
Q4 		$1.09M Buy
3,774
+1,352
+56% +$394K 0.12% 47
2024
Q3 		$686K Sell
2,422
-420
-15% -$115K 0.09% 68
2024
Q2 		$760K Buy
+2,842
New +$736K 0.11% 61
2024
Q1 		– Sell
-2,552
Closed -$631K – 266
2023
Q4 		$605K Sell
2,552
-450
-15% -$99.5K 0.1% 79
2023
Q3 		$638K Hold
3,002
– – 0.12% 62
2023
Q2 		$661K Hold
3,002
– – 0.13% 57
2023
Q1 		$613K Sell
3,002
-100
-3% -$20K 0.14% 56
2022
Q4 		$593K Hold
3,102
– – 0.14% 54
2022
Q3 		$556K Sell
3,102
-1,015
-25% -$202K 0.16% 53
2022
Q2 		$776K Buy
+4,117
New +$846K 0.23% 40

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
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
FG
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

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

Curated Wealth Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 10,044% in Q2 2026, buying an estimated $155M and bringing the position to 437,733 shares worth $1.93M. The position accounts for 0.25% of the portfolio, ranked #73.

Curated Wealth Partners first reported a position in VTI in Q2 2022 and has held it in 16 quarters since. 1,596 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Curated Wealth Partners held 437,733 shares of Vanguard Total Stock Market ETF worth $1.93M as of Q2 2026.
  • Curated Wealth Partners bought 433,418 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $155M.
  • Vanguard Total Stock Market ETF made up 0.25% of Curated Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Curated Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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