FORM Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

FORM 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	$483K	Sell	1,304 -361	-22%	-$129K	0.05%	36
2026 Q1	$534K	Hold	1,665	–	–	0.06%	34
2025 Q4	$558K	Buy	+1,665	New	+$554K	0.07%	34
2025 Q2	$491K	Hold	1,616	–	–	0.06%	35
2025 Q1	$444K	Buy	+1,616	New	+$469K	0.06%	34

Other funds holding VTI

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

FORM Wealth Advisors's VTI Position: Q2 2026 in Review

FORM Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 22% in Q2 2026, selling an estimated $129K and leaving 1,304 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #36.

FORM Wealth Advisors first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $558K in Q4 2025. 1,126 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

FORM Wealth Advisors held 1,304 shares of Vanguard Total Stock Market ETF worth $483K as of Q2 2026.
FORM Wealth Advisors sold 361 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $129K.
Vanguard Total Stock Market ETF made up 0.05% of FORM Wealth Advisors's portfolio in Q2 2026, its #36 holding.
FORM Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $558K in Q4 2025.
1,126 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.