FSWA
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Financial Synergies Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Financial Synergies Wealth Advisors’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 		$987K Sell
2,667
-576
-18% -$206K 0.08% 65
2026
Q1 		$1.04M Sell
3,243
-98
-3% -$32.9K 0.1% 60
2025
Q4 		$1.12M Buy
3,341
+9
+0.3% +$2.99K 0.11% 54
2025
Q3 		$1.09M Buy
3,332
+47
+1% +$14.8K 0.11% 50
2025
Q2 		$999K Sell
3,285
-147
-4% -$41.3K 0.11% 50
2025
Q1 		$943K Buy
3,432
+1,509
+78% +$438K 0.11% 43
2024
Q4 		$557K Sell
1,923
-143
-7% -$41.7K 0.07% 50
2024
Q3 		$585K Sell
2,066
-220
-10% -$60K 0.07% 52
2024
Q2 		$612K Buy
2,286
+1
+0% +$259 0.08% 47
2024
Q1 		$594K Sell
2,285
-336
-13% -$83.1K 0.08% 50
2023
Q4 		$501K Buy
2,621
+266
+11% +$58.8K 0.08% 50
2023
Q3 		$500K Sell
2,355
-176
-7% -$39K 0.07% 49
2023
Q2 		$558K Sell
2,531
-1
-0% -$209 0.08% 48
2023
Q1 		$517K Sell
2,532
-89
-3% -$17.8K 0.08% 51
2022
Q4 		$501K Sell
2,621
-824
-24% -$159K 0.08% 50
2022
Q3 		$618K Buy
3,445
+1,092
+46% +$218K 0.11% 46
2022
Q2 		$444K Buy
2,353
+34
+1% +$6.99K 0.07% 52
2022
Q1 		$528K Buy
2,319
+290
+14% +$65.2K 0.08% 44
2021
Q4 		$490K Buy
2,029
+52
+3% +$12.3K 0.07% 49
2021
Q3 		$439K Buy
1,977
+4
+0.2% +$912 0.06% 47
2021
Q2 		$440K Sell
1,973
-35
-2% -$7.6K 0.06% 47
2021
Q1 		$415K Sell
2,008
-259
-11% -$52.4K 0.06% 45
2020
Q4 		$441K Buy
2,267
+294
+15% +$53.7K 0.07% 42
2020
Q3 		$336K Sell
1,973
-712
-27% -$120K 0.09% 51
2020
Q2 		$420K Buy
2,685
+892
+50% +$132K 0.14% 37
2020
Q1 		$231K Buy
+1,793
New +$277K 0.13% 34

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

Financial Synergies Wealth Advisors's VTI Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 18% in Q2 2026, selling an estimated $206K and leaving 2,667 shares worth $987K. The position accounts for 0.08% of the portfolio, ranked #65.

Financial Synergies Wealth Advisors first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.12M in Q4 2025. 1,526 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial Synergies Wealth Advisors held 2,667 shares of Vanguard Total Stock Market ETF worth $987K as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 576 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $206K.
  • Vanguard Total Stock Market ETF made up 0.08% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • Financial Synergies Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $1.12M in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.