GA
VTI icon

GoalVest Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History

GoalVest Advisory’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 		$13.4M Sell
36,198
-1,041
-3% -$372K 2.48% 8
2026
Q1 		$11.9M Sell
37,239
-2,874
-7% -$964K 2.33% 7
2025
Q4 		$13.4M Sell
40,113
-36
-0.1% -$12K 2.58% 6
2025
Q3 		$13.2M Sell
40,149
-1,342
-3% -$424K 2.79% 4
2025
Q2 		$12.6M Sell
41,491
-1,637
-4% -$460K 3.12% 4
2025
Q1 		$11.9M Sell
43,128
-3,405
-7% -$989K 3.26% 4
2024
Q4 		$13.5M Sell
46,533
-2,057
-4% -$600K 3.7% 4
2024
Q3 		$13.8M Sell
48,590
-4,041
-8% -$1.1M 3.96% 3
2024
Q2 		$14.1M Sell
52,631
-2,467
-4% -$639K 4.5% 3
2024
Q1 		$14.3M Sell
55,098
-722
-1% -$179K 4.78% 3
2023
Q4 		$13.2M Sell
55,820
-988
-2% -$218K 5.82% 3
2023
Q3 		$12.1M Sell
56,808
-561
-1% -$124K 6.05% 3
2023
Q2 		$12.6M Buy
57,369
+198
+0.3% +$41.3K 6.52% 2
2023
Q1 		$11.7M Sell
57,171
-5,655
-9% -$1.13M 6.84% 2
2022
Q4 		$12M Buy
62,826
+61,716
+5,560% +$11.9M 7.75% 2
2022
Q3 		$199K Buy
1,110
+319
+40% +$63.6K 0.14% 75
2022
Q2 		$151K Buy
791
+275
+53% +$56.5K 0.1% 118
2022
Q1 		$117K Buy
+516
New +$116K 0.07% 122
2021
Q2 		$97K Buy
435
+401
+1,179% +$87K 0.06% 131
2021
Q1 		$7K Hold
34
– – 0.01% 167
2020
Q4 		$7K Buy
+34
New +$6.21K 0.01% 177

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

GoalVest Advisory's VTI Position: Q2 2026 in Review

GoalVest Advisory reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.8% in Q2 2026, selling an estimated $372K and leaving 36,198 shares worth $13.4M. The position accounts for 2.48% of the portfolio, ranked #8.

GoalVest Advisory first reported a position in VTI in Q4 2020 and has held it in 21 quarters since. The position peaked at $14.3M in Q1 2024. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • GoalVest Advisory held 36,198 shares of Vanguard Total Stock Market ETF worth $13.4M as of Q2 2026.
  • GoalVest Advisory sold 1,041 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $372K.
  • Vanguard Total Stock Market ETF made up 2.48% of GoalVest Advisory's portfolio in Q2 2026, its #8 holding.
  • GoalVest Advisory first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Vanguard Total Stock Market ETF position peaked at $14.3M in Q1 2024.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.