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Genesis Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Genesis Private Wealth’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 		$242K Sell
655
-14
-2% -$5.01K 0.07% 164
2026
Q1 		$215K Sell
669
-15
-2% -$5.03K 0.07% 174
2025
Q4 		$229K Buy
+684
New +$228K 0.07% 158

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

Genesis Private Wealth's VTI Position: Q2 2026 in Review

Genesis Private Wealth reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $5.01K and leaving 655 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #164.

Genesis Private Wealth first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 999 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Genesis Private Wealth held 655 shares of Vanguard Total Stock Market ETF worth $242K as of Q2 2026.
  • Genesis Private Wealth sold 14 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $5.01K.
  • Vanguard Total Stock Market ETF made up 0.07% of Genesis Private Wealth's portfolio in Q2 2026, its #164 holding.
  • Genesis Private Wealth first reported a position in Vanguard Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 999 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.