FA
VTI icon

Fortis Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Fortis 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
Q1 		$499K Sell
1,555
-8,340
-84% -$2.8M 0.25% 67
2025
Q4 		$3.32M Buy
9,895
+496
+5% +$165K 1.8% 17
2025
Q3 		$3.08M Buy
9,399
+8,426
+866% +$2.66M 1.74% 18
2025
Q2 		$296K Sell
973
-100
-9% -$28.1K 0.19% 88
2025
Q1 		$295K Sell
1,073
-19
-2% -$5.52K 0.19% 83
2024
Q4 		$316K Buy
1,092
+7
+0.6% +$2.04K 0.21% 82
2024
Q3 		$307K Buy
1,085
+26
+2% +$7.09K 0.2% 84
2024
Q2 		$283K Buy
1,059
+96
+10% +$24.8K 0.2% 80
2024
Q1 		$250K Buy
963
+59
+7% +$14.6K 0.17% 90
2023
Q4 		$214K Buy
+904
New +$200K 0.15% 83
2023
Q2 		– Sell
-379
Closed -$77.4K – 254
2023
Q1 		$77.4K Sell
379
-75
-17% -$15K 0.05% 140
2022
Q4 		$86.7K Sell
454
-4,135
-90% -$797K 0.07% 128
2022
Q3 		$824K Buy
4,589
+20
+0.4% +$3.99K 0.59% 31
2022
Q2 		$862K Buy
4,569
+1,354
+42% +$278K 0.57% 32
2022
Q1 		$732K Buy
3,215
+2,844
+767% +$640K 0.4% 39
2021
Q4 		$89K Sell
371
-839
-69% -$198K 0.05% 147
2021
Q3 		$269K Buy
1,210
+4
+0.3% +$912 0.16% 78
2021
Q2 		$269K Buy
+1,206
New +$262K 0.16% 84
2021
Q1 		– Sell
-158
Closed -$31K – 264
2020
Q4 		$31K Buy
+158
New +$28.9K 0.03% 122
2020
Q2 		– Sell
-787
Closed -$101K – 324
2020
Q1 		$101K Buy
787
+205
+35% +$31.7K 0.07% 146
2019
Q4 		$95K Buy
582
+3
+0.5% +$470 0.06% 180
2019
Q3 		$87K Buy
579
+3
+0.5% +$452 0.04% 188
2019
Q2 		$86K Buy
576
+2
+0.3% +$295 0.04% 195
2019
Q1 		$83K Buy
574
+3
+0.5% +$419 0.04% 187
2018
Q4 		$73K Buy
571
+6
+1% +$828 0.04% 191
2018
Q3 		$85K Hold
565
– – 0.05% 168
2018
Q2 		$79K Buy
565
+3
+0.5% +$419 0.05% 172
2018
Q1 		$76K Buy
562
+2
+0.4% +$280 0.04% 159
2017
Q4 		$77K Buy
560
+3
+0.5% +$401 0.05% 159
2017
Q3 		$72K Buy
+557
New +$70.5K 0.05% 146

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortis Advisors's VTI Position: Q1 2026 in Review

Fortis Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 84% in Q1 2026, selling an estimated $2.8M and leaving 1,555 shares worth $499K. The position accounts for 0.25% of the portfolio, ranked #67.

Fortis Advisors first reported a position in VTI in Q3 2017 and has held it in 30 quarters since. The position peaked at $3.32M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Fortis Advisors held 1,555 shares of Vanguard Total Stock Market ETF worth $499K as of Q1 2026.
  • Fortis Advisors sold 8,340 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.8M.
  • Vanguard Total Stock Market ETF made up 0.25% of Fortis Advisors's portfolio in Q1 2026, its #67 holding.
  • Fortis Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2017 and has held it in 30 quarters since.
  • Fortis Advisors's Vanguard Total Stock Market ETF position peaked at $3.32M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.