HIW
VTI icon

Holos Integrated Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Holos Integrated Wealth’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 		$1.97M Sell
5,341
-313
-6% -$112K 0.92% 24
2026
Q1 		$1.84M Buy
5,654
+5,652
+282,600% +$1.9M 0.93% 25
2025
Q4 		$673 Buy
+2
New +$665 ﹤0.01% 290

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

Holos Integrated Wealth's VTI Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Vanguard Total Stock Market ETF (VTI) stake by 5.5% in Q2 2026, selling an estimated $112K and leaving 5,341 shares worth $1.97M. The position accounts for 0.92% of the portfolio, ranked #24.

Holos Integrated Wealth first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Holos Integrated Wealth held 5,341 shares of Vanguard Total Stock Market ETF worth $1.97M as of Q2 2026.
  • Holos Integrated Wealth sold 313 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $112K.
  • Vanguard Total Stock Market ETF made up 0.92% of Holos Integrated Wealth's portfolio in Q2 2026, its #24 holding.
  • Holos Integrated Wealth first reported a position in Vanguard Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.