JWM
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JGP Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

JGP Wealth Management’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 		$2.06M Sell
5,578
-355
-6% -$127K 0.19% 70
2026
Q1 		$1.9M Buy
5,933
+592
+11% +$199K 0.2% 72
2025
Q4 		$1.79M Sell
5,341
-352
-6% -$117K 0.19% 75
2025
Q3 		$1.88M Sell
5,693
-434
-7% -$137K 0.21% 70
2025
Q2 		$1.86M Buy
6,127
+439
+8% +$123K 0.23% 65
2025
Q1 		$1.56M Buy
5,688
+639
+13% +$186K 0.21% 68
2024
Q4 		$1.46M Buy
5,049
+971
+24% +$283K 0.19% 73
2024
Q3 		$1.15M Buy
4,078
+335
+9% +$91.4K 0.15% 82
2024
Q2 		$1M Buy
3,743
+752
+25% +$195K 0.14% 81
2024
Q1 		$777K Buy
2,991
+230
+8% +$56.9K 0.11% 97
2023
Q4 		$655K Sell
2,761
-4
-0.1% -$884 0.1% 107
2023
Q3 		$587K Hold
2,765
– – 0.1% 106
2023
Q2 		$609K Buy
2,765
+433
+19% +$90.3K 0.1% 103
2023
Q1 		$476K Hold
2,332
– – 0.08% 109
2022
Q4 		$446K Sell
2,332
-1,002
-30% -$193K 0.08% 112
2022
Q3 		$608K Buy
3,334
+316
+10% +$63K 0.13% 96
2022
Q2 		$578K Buy
3,018
+272
+10% +$55.9K 0.12% 98
2022
Q1 		$617K Buy
2,746
+14
+0.5% +$3.15K 0.11% 95
2021
Q4 		$648K Buy
+2,732
New +$645K 0.12% 92
2020
Q1 		– Sell
-1,361
Closed -$224K – 138
2019
Q4 		$224K Sell
1,361
-32
-2% -$5.01K 0.07% 124
2019
Q3 		$204K Buy
1,393
+32
+2% +$4.82K 0.07% 128
2019
Q2 		$204K Buy
+1,361
New +$200K 0.07% 123
2018
Q4 		– Sell
-1,384
Closed -$205K – 124
2018
Q3 		$205K Buy
+1,384
New +$204K 0.08% 115

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

JGP Wealth Management's VTI Position: Q2 2026 in Review

JGP Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 6% in Q2 2026, selling an estimated $127K and leaving 5,578 shares worth $2.06M. The position accounts for 0.19% of the portfolio, ranked #70.

JGP Wealth Management first reported a position in VTI in Q3 2018 and has held it in 23 quarters since. 1,526 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • JGP Wealth Management held 5,578 shares of Vanguard Total Stock Market ETF worth $2.06M as of Q2 2026.
  • JGP Wealth Management sold 355 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $127K.
  • Vanguard Total Stock Market ETF made up 0.19% of JGP Wealth Management's portfolio in Q2 2026, its #70 holding.
  • JGP Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2018 and has held it in 23 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.