IAS
VTI icon

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

Investment 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
Q2 		$3.49M Buy
9,445
+1
+0% +$358 1.01% 26
2026
Q1 		$3.03M Sell
9,444
-326
-3% -$109K 0.96% 27
2025
Q4 		$3.28M Buy
9,770
+240
+3% +$79.8K 1.02% 25
2025
Q3 		$3.13M Buy
9,530
+182
+2% +$57.5K 0.99% 26
2025
Q2 		$2.84M Buy
9,348
+48
+0.5% +$13.5K 0.95% 27
2025
Q1 		$2.56M Buy
9,300
+184
+2% +$53.5K 0.92% 31
2024
Q4 		$2.64M Buy
9,116
+71
+0.8% +$20.7K 0.93% 28
2024
Q3 		$2.56M Buy
9,045
+85
+0.9% +$23.2K 0.9% 28
2024
Q2 		$2.4M Sell
8,960
-45
-0.5% -$11.6K 0.88% 29
2024
Q1 		$2.34M Sell
9,005
-46
-0.5% -$11.4K 0.86% 30
2023
Q4 		$2.15M Buy
9,051
+522
+6% +$115K 0.85% 29
2023
Q3 		$1.81M Buy
8,529
+1
+0% +$221 0.78% 30
2023
Q2 		$1.88M Buy
8,528
+231
+3% +$48.2K 0.79% 30
2023
Q1 		$1.69M Sell
8,297
-1,606
-16% -$321K 0.83% 30
2022
Q4 		$1.9M Sell
9,903
-527
-5% -$102K 0.98% 29
2022
Q3 		$1.87M Buy
10,430
+371
+4% +$73.9K 1.12% 25
2022
Q2 		$1.9M Buy
10,059
+698
+7% +$143K 1.1% 26
2022
Q1 		$2.13M Buy
9,361
+373
+4% +$83.9K 1.19% 26
2021
Q4 		$2.17M Buy
8,988
+14
+0.2% +$3.31K 1.18% 26
2021
Q3 		$1.99M Buy
8,974
+183
+2% +$41.7K 1.22% 24
2021
Q2 		$1.96M Buy
+8,791
New +$1.91M 1.21% 25
2020
Q4 		$1.55M Buy
7,979
+915
+13% +$167K 1.09% 30
2020
Q3 		$1.2M Sell
7,064
-184
-3% -$30.9K 0.95% 33
2020
Q2 		$1.13M Buy
7,248
+1
+0% +$147 0.97% 30
2020
Q1 		$934K Buy
7,247
+133
+2% +$20.6K 1% 30
2019
Q4 		$1.23M Buy
+7,114
New +$1.11M 1.11% 34

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

Investment Advisory Services's VTI Position: Q2 2026 in Review

Investment Advisory Services increased its Vanguard Total Stock Market ETF (VTI) stake by 0.01% in Q2 2026, buying an estimated $358 and bringing the position to 9,445 shares worth $3.49M. The position accounts for 1.01% of the portfolio, ranked #26.

Investment Advisory Services first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. 1,403 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Investment Advisory Services held 9,445 shares of Vanguard Total Stock Market ETF worth $3.49M as of Q2 2026.
  • Investment Advisory Services bought 1 Vanguard Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Total Stock Market ETF made up 1.01% of Investment Advisory Services's portfolio in Q2 2026, its #26 holding.
  • Investment Advisory Services first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,403 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.