Highland Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Highland Financial 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 Q2	$9.94M	Buy	26,872 +1,318	+5%	+$471K	2.19%	15
2026 Q1	$8.2M	Sell	25,554 -37	-0.1%	-$12.4K	2.16%	15
2025 Q4	$8.58M	Sell	25,591 -1,751	-6%	-$583K	2.38%	14
2025 Q3	$8.97M	Buy	27,342 +26	+0.1%	+$8.21K	2.57%	14
2025 Q2	$8.3M	Sell	27,316 -558	-2%	-$157K	2.66%	12
2025 Q1	$7.66M	Buy	27,874 +2,412	+9%	+$701K	2.74%	13
2024 Q4	$7.38M	Sell	25,462 -418	-2%	-$122K	2.56%	12
2024 Q3	$7.33M	Sell	25,880 -2,894	-10%	-$789K	2.6%	13
2024 Q2	$7.7M	Buy	28,774 +2,852	+11%	+$738K	2.86%	14
2024 Q1	$6.74M	Sell	25,922 -473	-2%	-$117K	2.7%	13
2023 Q4	$6.26M	Buy	26,395 +4,019	+18%	+$889K	2.72%	13
2023 Q3	$4.75M	Buy	22,376 +986	+5%	+$218K	2.46%	14
2023 Q2	$4.71M	Sell	21,390 -203	-0.9%	-$42.3K	2.43%	14
2023 Q1	$4.41M	Buy	21,593 +11	+0.1%	+$2.2K	2.39%	15
2022 Q4	$4.13M	Sell	21,582 -11,418	-35%	-$2.2M	2.43%	14
2022 Q3	$5.92M	Buy	33,000 +7,475	+29%	+$1.49M	4.11%	9
2022 Q2	$4.82M	Buy	+25,525	New	+$5.24M	3.3%	11

Other funds holding VTI

Narodna banka Slovenska Bratislava $3.49B AUM

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

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return