Golden State Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Golden State 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	$1.61M	Buy	4,338 +197	+5%	+$70.4K	0.15%	140
2026 Q1	$1.33M	Sell	4,141 -195	-4%	-$65.4K	0.15%	137
2025 Q4	$1.45M	Sell	4,336 -31	-0.7%	-$10.3K	0.15%	113
2025 Q3	$1.43M	Buy	4,367 +29	+0.7%	+$9.16K	0.16%	110
2025 Q2	$1.32M	Sell	4,338 -2,837	-40%	-$798K	0.16%	111
2025 Q1	$1.97M	Buy	7,175 +2,656	+59%	+$772K	0.29%	70
2024 Q4	$1.31M	Buy	+4,519	New	+$1.32M	0.2%	93
2022 Q1	$1.46M	Buy	6,401 +30	+0.5%	+$6.75K	0.29%	69
2021 Q4	$1.54M	Buy	6,371 +2,847	+81%	+$672K	0.26%	71
2021 Q3	$783K	Hold	3,524	–	–	0.17%	117
2021 Q2	$785K	Buy	3,524 +1,704	+94%	+$370K	0.17%	115
2021 Q1	$376K	Sell	1,820 -3,127	-63%	-$633K	0.12%	125
2020 Q4	$963K	Buy	4,947 +2	+0%	+$366	0.28%	69
2020 Q3	$842K	Buy	4,945 +400	+9%	+$67.3K	0.28%	61
2020 Q2	$711K	Buy	4,545 +3,530	+348%	+$521K	0.23%	76
2020 Q1	$131K	Sell	1,015 -212,833	-100%	-$32.9M	0.06%	215
2019 Q4	$35M	Buy	213,848 +208,118	+3,632%	+$32.6M	6.69%	7
2019 Q3	$865K	Sell	5,730 -233	-4%	-$35.1K	0.29%	69
2019 Q2	$894K	Buy	5,963 +200	+3%	+$29.5K	0.28%	73
2019 Q1	$834K	Buy	+5,763	New	+$804K	0.28%	76

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Golden State Wealth Management's VTI Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 4.8% in Q2 2026, buying an estimated $70.4K and bringing the position to 4,338 shares worth $1.61M. The position accounts for 0.15% of the portfolio, ranked #140.

Golden State Wealth Management first reported a position in VTI in Q1 2019 and has held it in 20 quarters since. The position peaked at $35M in Q4 2019. 1,126 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Golden State Wealth Management held 4,338 shares of Vanguard Total Stock Market ETF worth $1.61M as of Q2 2026.
Golden State Wealth Management bought 197 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $70.4K.
Vanguard Total Stock Market ETF made up 0.15% of Golden State Wealth Management's portfolio in Q2 2026, its #140 holding.
Golden State Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and has held it in 20 quarters since.
Golden State Wealth Management's Vanguard Total Stock Market ETF position peaked at $35M in Q4 2019.
1,126 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.