GIM
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Goelzer Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Goelzer Investment 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 		$1.98M Sell
5,355
-54
-1% -$19.3K 0.09% 140
2026
Q1 		$1.74M Buy
5,409
+125
+2% +$41.9K 0.08% 142
2025
Q4 		$1.77M Buy
5,284
+5
+0.1% +$1.66K 0.08% 131
2025
Q3 		$1.73M Sell
5,279
-110
-2% -$34.7K 0.09% 132
2025
Q2 		$1.64M Sell
5,389
-126
-2% -$35.4K 0.09% 136
2025
Q1 		$1.52M Buy
5,515
+314
+6% +$91.2K 0.09% 134
2024
Q4 		$1.51M Sell
5,201
-386
-7% -$113K 0.09% 133
2024
Q3 		$1.58M Buy
5,587
+679
+14% +$185K 0.09% 131
2024
Q2 		$1.31M Sell
4,908
-16
-0.3% -$4.14K 0.07% 133
2024
Q1 		$1.28M Sell
4,924
-94
-2% -$23.3K 0.07% 136
2023
Q4 		$1.19M Sell
5,018
-159
-3% -$35.2K 0.08% 136
2023
Q3 		$1.1M Sell
5,177
-409
-7% -$90.5K 0.08% 133
2023
Q2 		$1.23M Sell
5,586
-243
-4% -$50.7K 0.1% 133
2023
Q1 		$1.19M Sell
5,829
-102
-2% -$20.4K 0.1% 138
2022
Q4 		$1.13M Buy
5,931
+228
+4% +$43.9K 0.1% 144
2022
Q3 		$1.02M Sell
5,703
-149
-3% -$29.7K 0.1% 144
2022
Q2 		$1.1M Sell
5,852
-450
-7% -$92.5K 0.11% 149
2022
Q1 		$1.44M Buy
6,302
+382
+6% +$85.9K 0.12% 145
2021
Q4 		$1.43M Buy
5,920
+127
+2% +$30K 0.12% 150
2021
Q3 		$1.29M Sell
5,793
-851
-13% -$194K 0.11% 152
2021
Q2 		$1.48M Sell
6,644
-666
-9% -$145K 0.12% 155
2021
Q1 		$1.51M Sell
7,310
-318
-4% -$64.3K 0.13% 151
2020
Q4 		$1.49M Sell
7,628
-882
-10% -$161K 0.14% 146
2020
Q3 		$1.45M Sell
8,510
-194
-2% -$32.6K 0.13% 153
2020
Q2 		$1.36M Sell
8,704
-185
-2% -$27.3K 0.13% 148
2020
Q1 		$1.15M Buy
8,889
+16
+0.2% +$2.47K 0.13% 154
2019
Q4 		$1.45M Buy
8,873
+219
+3% +$34.3K 0.12% 159
2019
Q3 		$1.31M Sell
8,654
-42
-0.5% -$6.33K 0.12% 157
2019
Q2 		$1.3M Sell
8,696
-682
-7% -$100K 0.12% 159
2019
Q1 		$1.36M Buy
9,378
+558
+6% +$77.9K 0.13% 159
2018
Q4 		$1.13M Sell
8,820
-152
-2% -$21K 0.14% 144
2018
Q3 		$1.34M Buy
8,972
+42
+0.5% +$6.18K 0.15% 146
2018
Q2 		$1.25M Buy
8,930
+710
+9% +$99.1K 0.15% 146
2018
Q1 		$1.12M Buy
8,220
+263
+3% +$36.9K 0.13% 148
2017
Q4 		$1.09M Sell
7,957
-2
-0% -$268 0.12% 145
2017
Q3 		$1.03M Buy
7,959
+283
+4% +$35.8K 0.12% 143
2017
Q2 		$955K Sell
7,676
-485
-6% -$59.8K 0.12% 143
2017
Q1 		$990K Buy
8,161
+195
+2% +$23.4K 0.12% 144
2016
Q4 		$919K Sell
7,966
-196
-2% -$22K 0.12% 148
2016
Q3 		$909K Sell
8,162
-353
-4% -$39.1K 0.12% 150
2016
Q2 		$912K Buy
8,515
+1,008
+13% +$107K 0.13% 149
2016
Q1 		$787K Buy
7,507
+167
+2% +$16.6K 0.11% 152
2015
Q4 		$766K Buy
7,340
+622
+9% +$65.5K 0.11% 154
2015
Q3 		$663K Buy
6,718
+524
+8% +$55K 0.11% 153
2015
Q2 		$663K Sell
6,194
-261
-4% -$28.5K 0.1% 154
2015
Q1 		$692K Buy
6,455
+249
+4% +$26.6K 0.1% 149
2014
Q4 		$658K Buy
6,206
+65
+1% +$6.73K 0.1% 150
2014
Q3 		$622K Sell
6,141
-315
-5% -$32.2K 0.1% 150
2014
Q2 		$657K Sell
6,456
-2,225
-26% -$219K 0.11% 148
2014
Q1 		$846K Buy
8,681
+1,078
+14% +$103K 0.15% 141
2013
Q4 		$729K Sell
7,603
-4
-0.1% -$368 0.13% 144
2013
Q3 		$667K Sell
7,607
-4,851
-39% -$422K 0.14% 141
2013
Q2 		$1.03M Buy
+12,458
New +$1.03M 0.11% 147

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
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
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
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Goelzer Investment Management's VTI Position: Q2 2026 in Review

Goelzer Investment Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1% in Q2 2026, selling an estimated $19.3K and leaving 5,355 shares worth $1.98M. The position accounts for 0.09% of the portfolio, ranked #140.

Goelzer Investment Management first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Goelzer Investment Management held 5,355 shares of Vanguard Total Stock Market ETF worth $1.98M as of Q2 2026.
  • Goelzer Investment Management sold 54 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $19.3K.
  • Vanguard Total Stock Market ETF made up 0.09% of Goelzer Investment Management's portfolio in Q2 2026, its #140 holding.
  • Goelzer Investment Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.