Empirical Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Empirical Wealth 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 Q2	$31.9M	Buy	86,300 +9,073	+12%	+$3.24M	0.47%	37
2026 Q1	$24.8M	Sell	77,227 -3,232	-4%	-$1.08M	0.43%	41
2025 Q4	$27M	Sell	80,459 -8,307	-9%	-$2.76M	0.48%	37
2025 Q3	$29.1M	Buy	88,766 +25,715	+41%	+$8.12M	0.58%	30
2025 Q2	$19.2M	Buy	63,051 +481	+0.8%	+$135K	0.43%	45
2025 Q1	$17.2M	Buy	62,570 +8,342	+15%	+$2.42M	0.44%	42
2024 Q4	$15.7M	Buy	54,228 +2,034	+4%	+$593K	0.43%	44
2024 Q3	$14.8M	Sell	52,194 -5,996	-10%	-$1.64M	0.41%	49
2024 Q2	$15.6M	Sell	58,190 -3,052	-5%	-$790K	0.46%	40
2024 Q1	$15.9M	Buy	61,242 +4,786	+8%	+$1.18M	0.48%	38
2023 Q4	$13.4M	Buy	56,456 +5,693	+11%	+$1.26M	0.44%	41
2023 Q3	$10.8M	Buy	50,763 +3,000	+6%	+$664K	0.42%	50
2023 Q2	$10.5M	Sell	47,763 -3,053	-6%	-$637K	0.42%	50
2023 Q1	$10.4M	Buy	50,816 +2,425	+5%	+$485K	0.45%	44
2022 Q4	$9.25M	Sell	48,391 -3,739	-7%	-$721K	0.44%	46
2022 Q3	$9.36M	Buy	52,130 +1,297	+3%	+$258K	0.49%	40
2022 Q2	$9.59M	Sell	50,833 -2,240	-4%	-$460K	0.5%	42
2022 Q1	$12.1M	Buy	53,073 +1,062	+2%	+$239K	0.6%	34
2021 Q4	$12.6M	Buy	52,011 +7,041	+16%	+$1.66M	0.63%	35
2021 Q3	$9.99M	Buy	44,970 +2,708	+6%	+$618K	0.57%	35
2021 Q2	$9.42M	Buy	42,262 +12,404	+42%	+$2.69M	0.57%	34
2021 Q1	$6.17M	Sell	29,858 -4,320	-13%	-$874K	0.49%	39
2020 Q4	$6.65M	Sell	34,178 -5,435	-14%	-$993K	0.51%	36
2020 Q3	$6.75M	Buy	39,613 +179	+0.5%	+$30.1K	0.58%	35
2020 Q2	$6.17M	Buy	39,434 +100	+0.3%	+$14.7K	0.58%	33
2020 Q1	$5.07M	Buy	39,334 +35	+0.1%	+$5.41K	0.55%	33
2019 Q4	$6.43M	Buy	39,299 +2,706	+7%	+$424K	0.71%	22
2019 Q3	$5.53M	Sell	36,593 -2,346	-6%	-$354K	0.67%	26
2019 Q2	$5.84M	Sell	38,939 -722	-2%	-$106K	0.76%	21
2019 Q1	$5.74M	Sell	39,661 -2,027	-5%	-$283K	0.83%	21
2018 Q4	$5.32M	Buy	41,688 +1,063	+3%	+$147K	0.9%	20
2018 Q3	$6.08M	Buy	40,625 +2,028	+5%	+$298K	1.08%	16
2018 Q2	$5.42M	Sell	38,597 -122	-0.3%	-$17K	1.01%	15
2018 Q1	$5.25M	Sell	38,719 -499	-1%	-$70K	1.04%	15
2017 Q4	$5.38M	Buy	39,218 +1,462	+4%	+$196K	1.15%	14
2017 Q3	$4.89M	Sell	37,756 -449	-1%	-$56.9K	1.13%	14
2017 Q2	$4.75M	Sell	38,205 -600	-2%	-$73.9K	1.16%	13
2017 Q1	$4.71M	Buy	38,805 +1,776	+5%	+$213K	1.17%	13
2016 Q4	$4.27M	Sell	37,029 -532	-1%	-$59.8K	1.05%	14
2016 Q3	$4.18M	Buy	37,561 +701	+2%	+$77.7K	1.09%	14
2016 Q2	$3.95M	Sell	36,860 -2,539	-6%	-$269K	1.04%	16
2016 Q1	$4.13M	Sell	39,399 -169	-0.4%	-$16.8K	1%	14
2015 Q4	$4.13M	Buy	39,568 +984	+3%	+$104K	1%	15
2015 Q3	$3.81M	Sell	38,584 -1,855	-5%	-$195K	0.9%	18
2015 Q2	$4.33M	Sell	40,439 -372	-0.9%	-$40.6K	1.01%	16
2015 Q1	$4.38M	Sell	40,811 -1,891	-4%	-$202K	1.05%	16
2014 Q4	$4.53M	Sell	42,702 -2,149	-5%	-$222K	1.11%	17
2014 Q3	$4.54M	Sell	44,851 -1,270	-3%	-$130K	1.1%	17
2014 Q2	$4.69M	Buy	46,121 +35	+0.1%	+$3.45K	1.16%	16
2014 Q1	$4.49M	Sell	46,086 -324	-0.7%	-$31K	1.18%	15
2013 Q4	$4.45M	Sell	46,410 -1,644	-3%	-$151K	1.26%	15
2013 Q3	$4.21M	Sell	48,054 -720	-1%	-$62.6K	1.32%	15
2013 Q2	$4.03M	Buy	+48,774	New	+$4.05M	1.34%	13

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Empirical Wealth Management's VTI Position: Q2 2026 in Review

Empirical Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $3.24M and bringing the position to 86,300 shares worth $31.9M. The position accounts for 0.47% of the portfolio, ranked #37.

Empirical Wealth Management first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 1,799 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Empirical Wealth Management held 86,300 shares of Vanguard Total Stock Market ETF worth $31.9M as of Q2 2026.
Empirical Wealth Management bought 9,073 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $3.24M.
Vanguard Total Stock Market ETF made up 0.47% of Empirical Wealth Management's portfolio in Q2 2026, its #37 holding.
Empirical Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.