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Herold Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Herold Advisors’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
Q1 		$475K Sell
1,481
-50
-3% -$16.8K 0.1% 179
2025
Q4 		$513K Buy
+1,531
New +$509K 0.11% 165
2025
Q3 		– Sell
-1,503
Closed -$457K – 313
2025
Q2 		$457K Buy
1,503
+1
+0.1% +$281 0.1% 195
2025
Q1 		$413K Buy
1,502
+169
+13% +$49.1K 0.09% 192
2024
Q4 		$386K Buy
1,333
+4
+0.3% +$1.17K 0.08% 200
2024
Q3 		$377K Sell
1,329
-598
-31% -$163K 0.08% 210
2024
Q2 		$516K Hold
1,927
– – 0.12% 175
2024
Q1 		$501K Buy
1,927
+2
+0.1% +$495 0.12% 177
2023
Q4 		$457K Buy
1,925
+2
+0.1% +$442 0.13% 169
2023
Q3 		$409K Buy
1,923
+2
+0.1% +$443 0.12% 177
2023
Q2 		$423K Sell
1,921
-298
-13% -$62.2K 0.13% 171
2023
Q1 		$453K Buy
+2,219
New +$444K 0.16% 149
2022
Q2 		– Sell
-425
Closed -$96.8K – 668
2022
Q1 		$96.8K Buy
+425
New +$95.6K 0.03% 272
2021
Q4 		– Sell
-425
Closed -$94K – 642
2021
Q3 		$94K Buy
+425
New +$96.9K 0.04% 286

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Herold Advisors's VTI Position: Q1 2026 in Review

Herold Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.3% in Q1 2026, selling an estimated $16.8K and leaving 1,481 shares worth $475K. The position accounts for 0.1% of the portfolio, ranked #179.

Herold Advisors first reported a position in VTI in Q3 2021 and has held it in 14 quarters since. The position peaked at $516K in Q2 2024. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Herold Advisors held 1,481 shares of Vanguard Total Stock Market ETF worth $475K as of Q1 2026.
  • Herold Advisors sold 50 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $16.8K.
  • Vanguard Total Stock Market ETF made up 0.1% of Herold Advisors's portfolio in Q1 2026, its #179 holding.
  • Herold Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and has held it in 14 quarters since.
  • Herold Advisors's Vanguard Total Stock Market ETF position peaked at $516K in Q2 2024.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.