DF
VTI icon

Define Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

Define Financial’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 		$27.6M Buy
74,719
+2,313
+3% +$827K 12.7% 4
2026
Q1 		$23.2M Buy
72,406
+2,852
+4% +$957K 12.61% 4
2025
Q4 		$23.3M Buy
69,554
+1,409
+2% +$469K 13.22% 4
2025
Q3 		$22.4M Buy
68,145
+718
+1% +$227K 13.42% 4
2025
Q2 		$20.5M Buy
67,427
+1,999
+3% +$562K 13.5% 4
2025
Q1 		$17.1M Buy
65,428
+2,463
+4% +$716K 13.05% 4
2024
Q4 		$18.2M Buy
+62,965
New +$18.4M 13.77% 3

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

Define Financial's VTI Position: Q2 2026 in Review

Define Financial increased its Vanguard Total Stock Market ETF (VTI) stake by 3.2% in Q2 2026, buying an estimated $827K and bringing the position to 74,719 shares worth $27.6M. The position accounts for 12.7% of the portfolio, ranked #4.

Define Financial first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Define Financial held 74,719 shares of Vanguard Total Stock Market ETF worth $27.6M as of Q2 2026.
  • Define Financial bought 2,313 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $827K.
  • Vanguard Total Stock Market ETF made up 12.7% of Define Financial's portfolio in Q2 2026, its #4 holding.
  • Define Financial first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.