JF
VTI icon

Joule Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

Joule Financial’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 		$532K Hold
1,436
– – 0.14% 63
2026
Q1 		$461K Sell
1,436
-14
-1% -$4.7K 0.13% 69
2025
Q4 		$486K Buy
1,450
+270
+23% +$89.8K 0.15% 62
2025
Q3 		$388K Buy
1,180
+99
+9% +$31.3K 0.12% 73
2025
Q2 		$330K Buy
1,081
+8
+0.7% +$2.25K 0.11% 84
2025
Q1 		$295K Buy
1,073
+49
+5% +$14.2K 0.1% 80
2024
Q4 		$297K Buy
1,024
+8
+0.8% +$2.33K 0.1% 83
2024
Q3 		$289K Buy
1,016
+10
+1% +$2.73K 0.11% 87
2024
Q2 		$270K Buy
1,006
+108
+12% +$28K 0.11% 86
2024
Q1 		$233K Buy
898
+1
+0.1% +$247 0.1% 90
2023
Q4 		$213K Buy
+897
New +$198K 0.1% 99

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

Joule Financial's VTI Position: Q2 2026 in Review

Joule Financial held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,436 shares worth $532K. The position accounts for 0.14% of the portfolio, ranked #63.

Joule Financial first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Joule Financial held 1,436 shares of Vanguard Total Stock Market ETF worth $532K as of Q2 2026.
  • Joule Financial left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.14% of Joule Financial's portfolio in Q2 2026, its #63 holding.
  • Joule Financial first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.