Investmark Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Investmark Advisory Group’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	$318K	Buy	989 +48	+5%	+$16.1K	0.14%	100
2025 Q4	$316K	Buy	941 +5	+0.5%	+$1.66K	0.13%	102
2025 Q3	$307K	Buy	936 +2	+0.2%	+$632	0.13%	103
2025 Q2	$284K	Hold	934	–	–	0.13%	106
2025 Q1	$257K	Buy	934 +88	+10%	+$25.6K	0.13%	104
2024 Q4	$245K	Buy	846 +4	+0.5%	+$1.17K	0.12%	106
2024 Q3	$239K	Buy	842 +3	+0.4%	+$818	0.12%	108
2024 Q2	$225K	Sell	839 -1	-0.1%	-$259	0.12%	105
2024 Q1	$218K	Buy	+840	New	+$208K	0.12%	109
2022 Q1	–	Sell	-150	Closed	-$36K	–	354
2021 Q4	$36K	Buy	+150	New	+$35.4K	0.03%	174

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

Investmark Advisory Group's VTI Position: Q1 2026 in Review

Investmark Advisory Group increased its Vanguard Total Stock Market ETF (VTI) stake by 5.1% in Q1 2026, buying an estimated $16.1K and bringing the position to 989 shares worth $318K. The position accounts for 0.14% of the portfolio, ranked #100.

Investmark Advisory Group first reported a position in VTI in Q4 2021 and has held it in 10 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Investmark Advisory Group held 989 shares of Vanguard Total Stock Market ETF worth $318K as of Q1 2026.
Investmark Advisory Group bought 48 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $16.1K.
Vanguard Total Stock Market ETF made up 0.14% of Investmark Advisory Group's portfolio in Q1 2026, its #100 holding.
Investmark Advisory Group first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 10 quarters since.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.