Curtis Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Curtis Advisory Group’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	$2.19M	Sell	6,837 -300	-4%	-$101K	0.47%	48
2025 Q4	$2.39M	Sell	7,137 -298	-4%	-$99.1K	0.5%	39
2025 Q3	$2.44M	Sell	7,435 -466	-6%	-$147K	0.55%	34
2025 Q2	$2.4M	Sell	7,901 -172	-2%	-$48.4K	0.6%	34
2025 Q1	$2.22M	Sell	8,073 -2,049	-20%	-$595K	0.65%	32
2024 Q4	$2.93M	Sell	10,122 -2,705	-21%	-$789K	0.78%	28
2024 Q3	$3.63M	Buy	+12,827	New	+$3.5M	1.03%	25
2024 Q2	–	Sell	-850	Closed	-$221K	–	97
2024 Q1	$221K	Buy	+850	New	+$210K	0.09%	90
2023 Q4	–	Sell	-4,784	Closed	-$1.02M	–	96
2023 Q3	$1.02M	Buy	4,784 +100	+2%	+$22.1K	0.34%	36
2023 Q2	$1.03M	Buy	4,684 +185	+4%	+$38.6K	0.33%	40
2023 Q1	$918K	Buy	+4,499	New	+$901K	0.34%	36
2022 Q2	–	Sell	-922	Closed	-$210K	–	97
2022 Q1	$210K	Sell	922 -5,914	-87%	-$1.33M	0.07%	83
2021 Q4	$1.65M	Sell	6,836 -236	-3%	-$55.7K	0.54%	27
2021 Q3	$1.57M	Buy	7,072 +114	+2%	+$26K	0.57%	29
2021 Q2	$1.55M	Buy	6,958 +279	+4%	+$60.5K	0.67%	28
2021 Q1	$1.38M	Buy	6,679 +663	+11%	+$134K	0.61%	30
2020 Q4	$1.17M	Buy	+6,016	New	+$1.1M	0.57%	30

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 $11.5B AUM 18.72% 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

Curtis Advisory Group's VTI Position: Q1 2026 in Review

Curtis Advisory Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.2% in Q1 2026, selling an estimated $101K and leaving 6,837 shares worth $2.19M. The position accounts for 0.47% of the portfolio, ranked #48.

Curtis Advisory Group first reported a position in VTI in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.63M in Q3 2024. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Curtis Advisory Group held 6,837 shares of Vanguard Total Stock Market ETF worth $2.19M as of Q1 2026.
Curtis Advisory Group sold 300 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $101K.
Vanguard Total Stock Market ETF made up 0.47% of Curtis Advisory Group's portfolio in Q1 2026, its #48 holding.
Curtis Advisory Group first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 17 quarters since.
Curtis Advisory Group's Vanguard Total Stock Market ETF position peaked at $3.63M in Q3 2024.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.