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

Forza 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 		$4.87M Buy
13,161
+384
+3% +$137K 1.49% 17
2026
Q1 		$4.1M Sell
12,777
-165
-1% -$55.4K 1.43% 20
2025
Q4 		$4.34M Sell
12,942
-230
-2% -$76.5K 1.57% 17
2025
Q3 		$4.32M Sell
13,172
-1,020
-7% -$322K 1.66% 15
2025
Q2 		$4.31M Buy
14,192
+1,333
+10% +$375K 1.77% 12
2025
Q1 		$3.53M Buy
12,859
+921
+8% +$268K 1.59% 16
2024
Q4 		$3.46M Buy
11,938
+3,031
+34% +$884K 1.58% 16
2024
Q3 		$2.52M Buy
8,907
+4,136
+87% +$1.13M 1.16% 27
2024
Q2 		$1.28M Buy
4,771
+310
+7% +$80.2K 0.66% 42
2024
Q1 		$1.16M Sell
4,461
-500
-10% -$124K 0.6% 49
2023
Q4 		$1.18M Sell
4,961
-3,100
-38% -$685K 0.65% 45
2023
Q3 		$1.71M Hold
8,061
– – 0.88% 30
2023
Q2 		$1.78M Hold
8,061
– – 0.89% 26
2023
Q1 		$1.65M Buy
8,061
+3,102
+63% +$621K 0.85% 29
2022
Q4 		$948K Buy
+4,959
New +$956K 0.63% 49

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
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Forza Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 3% in Q2 2026, buying an estimated $137K and bringing the position to 13,161 shares worth $4.87M. The position accounts for 1.49% of the portfolio, ranked #17.

Forza Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 888 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Forza Wealth Management held 13,161 shares of Vanguard Total Stock Market ETF worth $4.87M as of Q2 2026.
  • Forza Wealth Management bought 384 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Total Stock Market ETF made up 1.49% of Forza Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Forza Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 888 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.