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JT Stratford LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History

JT Stratford LLC’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 		$570K Hold
1,776
– – 0.07% 200
2025
Q4 		$595K Sell
1,776
-53
-3% -$17.6K 0.08% 202
2025
Q3 		$600K Buy
1,829
+70
+4% +$22.1K 0.08% 198
2025
Q2 		$535K Buy
+1,759
New +$495K 0.08% 191
2022
Q2 		– Sell
-988
Closed -$225K – 233
2022
Q1 		$225K Sell
988
-80
-7% -$18K 0.07% 190
2021
Q4 		$258K Buy
1,068
+30
+3% +$7.08K 0.07% 184
2021
Q3 		$230K Sell
1,038
-137
-12% -$31.2K 0.07% 193
2021
Q2 		$262K Sell
1,175
-2
-0.2% -$434 0.08% 180
2021
Q1 		$243K Buy
1,177
+2
+0.2% +$405 0.09% 175
2020
Q4 		$229K Buy
+1,175
New +$215K 0.09% 163
2020
Q3 		– Sell
-1,506
Closed -$236K – 176
2020
Q2 		$236K Buy
+1,506
New +$222K 0.12% 137
2019
Q2 		– Sell
-1,633
Closed -$236K – 152
2019
Q1 		$236K Sell
1,633
-32
-2% -$4.46K 0.14% 107
2018
Q4 		$213K Sell
1,665
-11
-0.7% -$1.52K 0.14% 94
2018
Q3 		$251K Hold
1,676
– – 0.14% 93
2018
Q2 		$235K Buy
+1,676
New +$234K 0.14% 91

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JT Stratford LLC's VTI Position: Q1 2026 in Review

JT Stratford LLC held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,776 shares worth $570K. The position accounts for 0.07% of the portfolio, ranked #200.

JT Stratford LLC first reported a position in VTI in Q2 2018 and has held it in 15 quarters since. The position peaked at $600K in Q3 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • JT Stratford LLC held 1,776 shares of Vanguard Total Stock Market ETF worth $570K as of Q1 2026.
  • JT Stratford LLC left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.07% of JT Stratford LLC's portfolio in Q1 2026, its #200 holding.
  • JT Stratford LLC first reported a position in Vanguard Total Stock Market ETF in Q2 2018 and has held it in 15 quarters since.
  • JT Stratford LLC's Vanguard Total Stock Market ETF position peaked at $600K in Q3 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.