IMA Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

IMA Advisory Services’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	$6.6M	Buy	20,563 +166	+0.8%	+$55.7K	0.64%	37
2025 Q4	$6.84M	Buy	20,397 +953	+5%	+$317K	0.66%	36
2025 Q3	$6.38M	Buy	19,444 +65	+0.3%	+$20.5K	0.64%	37
2025 Q2	$5.89M	Buy	19,379 +898	+5%	+$253K	0.63%	36
2025 Q1	$5.08M	Sell	18,481 -397	-2%	-$115K	0.6%	37
2024 Q4	$5.47M	Buy	+18,878	New	+$5.51M	0.66%	34
2019 Q3	–	Sell	-172	Closed	-$26K	–	290
2019 Q2	$26K	Hold	172	–	–	0.01%	170
2019 Q1	$25K	Buy	+172	New	+$24K	0.01%	179

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IMA Advisory Services's VTI Position: Q1 2026 in Review

IMA Advisory Services increased its Vanguard Total Stock Market ETF (VTI) stake by 0.81% in Q1 2026, buying an estimated $55.7K and bringing the position to 20,563 shares worth $6.6M. The position accounts for 0.64% of the portfolio, ranked #37.

IMA Advisory Services first reported a position in VTI in Q1 2019 and has held it in 8 quarters since. The position peaked at $6.84M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

IMA Advisory Services held 20,563 shares of Vanguard Total Stock Market ETF worth $6.6M as of Q1 2026.
IMA Advisory Services bought 166 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $55.7K.
Vanguard Total Stock Market ETF made up 0.64% of IMA Advisory Services's portfolio in Q1 2026, its #37 holding.
IMA Advisory Services first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and has held it in 8 quarters since.
IMA Advisory Services's Vanguard Total Stock Market ETF position peaked at $6.84M in Q4 2025.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.