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Financial Management Professionals’s Vanguard Total Stock Market ETF VTI Stock Holding History

Financial Management Professionals’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 		$1.21M Buy
3,266
+3,150
+2,716% +$1.13M 0.11% 62
2026
Q1 		$37.2K Hold
116
– – ﹤0.01% 293
2025
Q4 		$38.9K Sell
116
-3,304
-97% -$1.1M ﹤0.01% 280
2025
Q3 		$1.13M Buy
3,420
+3,248
+1,888% +$1.03M 0.12% 62
2025
Q2 		$52.5K Sell
172
-5,408
-97% -$1.52M 0.01% 246
2025
Q1 		$1.53M Sell
5,580
-5,007
-47% -$1.45M 0.2% 43
2024
Q4 		$3.07M Buy
10,587
+10,585
+529,250% +$3.09M 0.39% 36
2024
Q3 		$1K Hold
2
– – ﹤0.01% 903
2024
Q2 		$1K Sell
2
-13,850
-100% -$3.58M ﹤0.01% 870
2024
Q1 		$3.6M Sell
13,852
-1,657
-11% -$410K 0.53% 31
2023
Q4 		$3.68M Sell
15,509
-660
-4% -$146K 0.6% 29
2023
Q3 		$3.43M Sell
16,169
-1,919
-11% -$425K 0.6% 30
2023
Q2 		$3.98M Buy
18,088
+17,400
+2,529% +$3.63M 0.67% 32
2023
Q1 		$140K Sell
688
-45,240
-99% -$9.06M 0.03% 159
2022
Q4 		$8.78M Sell
45,928
-40
-0.1% -$7.71K 1.8% 17
2022
Q3 		$8.25M Buy
45,968
+45,502
+9,764% +$9.07M 1.89% 16
2022
Q2 		$88K Buy
466
+6
+1% +$1.23K 0.02% 173
2022
Q1 		$105K Sell
460
-45,440
-99% -$10.2M 0.02% 159
2021
Q4 		$11.1M Sell
45,900
-530
-1% -$125K 2.35% 11
2021
Q3 		$10.3M Buy
46,430
+45,974
+10,082% +$10.5M 2.38% 14
2021
Q2 		$102K Buy
456
+2
+0.4% +$434 0.03% 147
2021
Q1 		$94K Buy
454
+1
+0.2% +$202 0.03% 141
2020
Q4 		$88K Buy
453
+4
+0.9% +$731 0.02% 144
2020
Q3 		$77K Sell
449
-31,064
-99% -$5.22M 0.03% 141
2020
Q2 		$4.93M Buy
31,513
+31,068
+6,982% +$4.58M 1.7% 10
2020
Q1 		$57K Sell
445
-28
-6% -$4.33K 0.02% 83
2019
Q4 		$77K Buy
473
+30
+7% +$4.7K 0.03% 81
2019
Q3 		$67K Sell
443
-495
-53% -$74.6K 0.02% 86
2019
Q2 		$141K Buy
938
+499
+114% +$73.5K 0.05% 58
2019
Q1 		$64K Buy
439
+2
+0.5% +$279 0.03% 81
2018
Q4 		$56K Sell
437
-61,790
-99% -$8.53M 0.03% 79
2018
Q3 		$9.31M Buy
62,227
+61,795
+14,304% +$9.09M 3.62% 8
2018
Q2 		$61K Buy
432
+2
+0.5% +$279 0.02% 84
2018
Q1 		$58K Sell
430
-61,280
-99% -$8.59M 0.03% 88
2017
Q4 		$8.47M Sell
61,710
-153
-0.2% -$20.5K 3.57% 8
2017
Q3 		$8.01M Buy
61,863
+61,438
+14,456% +$7.78M 3.51% 8
2017
Q2 		$52K Buy
425
+2
+0.5% +$246 0.02% 88
2017
Q1 		$51K Buy
423
+2
+0.5% +$240 0.03% 85
2016
Q4 		$48K Buy
421
+3
+0.7% +$337 0.03% 94
2016
Q3 		$46K Buy
418
+2
+0.5% +$222 0.02% 100
2016
Q2 		$44K Sell
416
-39,826
-99% -$4.22M 0.02% 94
2016
Q1 		$4.22M Sell
40,242
-202
-0.5% -$20K 2.18% 10
2015
Q4 		$4.22M Sell
40,444
-20,892
-34% -$2.2M 2.16% 9
2015
Q3 		$6.05M Buy
61,336
+1,381
+2% +$145K 4.1% 6
2015
Q2 		$6.42M Buy
59,955
+59,551
+14,740% +$6.5M 3% 6
2015
Q1 		$43K Sell
404
-61,023
-99% -$6.52M 0.02% 94
2014
Q4 		$6.51M Sell
61,427
-345
-0.6% -$35.7K 3.59% 6
2014
Q3 		$6.25M Buy
61,772
+534
+0.9% +$54.6K 4.27% 5
2014
Q2 		$6.23M Buy
61,238
+2,209
+4% +$218K 4.13% 6
2014
Q1 		$5.75M Buy
59,029
+58,632
+14,769% +$5.61M 3.95% 6
2013
Q4 		$38K Buy
397
+2
+0.5% +$184 0.03% 98
2013
Q3 		$35K Buy
395
+4
+1% +$348 0.02% 106
2013
Q2 		$32K Buy
+391
New +$32.4K 0.02% 108

Other funds holding VTI

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
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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Financial Management Professionals's VTI Position: Q2 2026 in Review

Financial Management Professionals increased its Vanguard Total Stock Market ETF (VTI) stake by 2,716% in Q2 2026, buying an estimated $1.13M and bringing the position to 3,266 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #62.

Financial Management Professionals first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.1M in Q4 2021. 968 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial Management Professionals held 3,266 shares of Vanguard Total Stock Market ETF worth $1.21M as of Q2 2026.
  • Financial Management Professionals bought 3,150 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.13M.
  • Vanguard Total Stock Market ETF made up 0.11% of Financial Management Professionals's portfolio in Q2 2026, its #62 holding.
  • Financial Management Professionals first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • Financial Management Professionals's Vanguard Total Stock Market ETF position peaked at $11.1M in Q4 2021.
  • 968 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.