Intergy Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Intergy Private 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	$2.05M	Buy	5,536 +1,102	+25%	+$394K	0.47%	32
2026 Q1	$1.42M	Buy	4,434 +28	+0.6%	+$9.39K	0.42%	34
2025 Q4	$1.48M	Buy	4,406 +841	+24%	+$280K	0.45%	32
2025 Q3	$1.17M	Buy	3,565 +47	+1%	+$14.8K	0.37%	42
2025 Q2	$1.07M	Sell	3,518 -938	-21%	-$264K	0.36%	41
2025 Q1	$1.22M	Buy	4,456 +93	+2%	+$27K	0.47%	32
2024 Q4	$1.26M	Sell	4,363 -166	-4%	-$48.4K	0.47%	31
2024 Q3	$1.28M	Sell	4,529 -132	-3%	-$36K	0.49%	31
2024 Q2	$1.25M	Sell	4,661 -71	-2%	-$18.4K	0.51%	30
2024 Q1	$1.23M	Buy	4,732 +35	+0.7%	+$8.66K	0.51%	34
2023 Q4	$1.11M	Sell	4,697 -358	-7%	-$79.1K	0.48%	35
2023 Q3	$1.07M	Buy	5,055 +5	+0.1%	+$1.11K	0.54%	34
2023 Q2	$1.11M	Buy	5,050 +80	+2%	+$16.7K	0.54%	36
2023 Q1	$1.01M	Sell	4,970 -291	-6%	-$58.3K	0.57%	34
2022 Q4	$1.01M	Buy	5,261 +126	+2%	+$24.3K	0.63%	30
2022 Q3	$922K	Buy	5,135 +3	+0.1%	+$598	0.65%	32
2022 Q2	$968K	Sell	5,132 -25	-0.5%	-$5.14K	0.76%	24
2022 Q1	$1.17M	Sell	5,157 -675	-12%	-$152K	0.82%	23
2021 Q4	$1.41M	Buy	+5,832	New	+$1.38M	1.1%	24

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

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

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

Intergy Private Wealth's VTI Position: Q2 2026 in Review

Intergy Private Wealth increased its Vanguard Total Stock Market ETF (VTI) stake by 25% in Q2 2026, buying an estimated $394K and bringing the position to 5,536 shares worth $2.05M. The position accounts for 0.47% of the portfolio, ranked #32.

Intergy Private Wealth first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 988 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Intergy Private Wealth held 5,536 shares of Vanguard Total Stock Market ETF worth $2.05M as of Q2 2026.
Intergy Private Wealth bought 1,102 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $394K.
Vanguard Total Stock Market ETF made up 0.47% of Intergy Private Wealth's portfolio in Q2 2026, its #32 holding.
Intergy Private Wealth first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
988 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.