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Juncture Wealth Strategies’s Vanguard Total Stock Market ETF VTI Stock Holding History

Juncture Wealth Strategies’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 		$1.74M Sell
4,700
-93
-2% -$33.3K 0.45% 47
2026
Q1 		$1.54M Sell
4,793
-314
-6% -$105K 0.51% 37
2025
Q4 		$1.71M Sell
5,107
-33
-0.6% -$11K 0.56% 36
2025
Q3 		$1.69M Hold
5,140
– – 0.57% 34
2025
Q2 		$1.56M Sell
5,140
-668
-12% -$188K 0.56% 34
2025
Q1 		$1.6M Sell
5,808
-169
-3% -$49.1K 0.62% 27
2024
Q4 		$1.73M Sell
5,977
-41
-0.7% -$12K 0.65% 26
2024
Q3 		$1.7M Sell
6,018
-540
-8% -$147K 0.66% 27
2024
Q2 		$1.75M Sell
6,558
-391
-6% -$101K 0.74% 24
2024
Q1 		$1.81M Sell
6,949
-2,555
-27% -$632K 0.78% 24
2023
Q4 		$2.25M Buy
9,504
+1,463
+18% +$323K 1.02% 23
2023
Q3 		$1.71M Sell
8,041
-5,983
-43% -$1.32M 0.84% 28
2023
Q2 		$3.09M Buy
14,024
+2,272
+19% +$474K 1.45% 18
2023
Q1 		$2.4M Sell
11,752
-14,139
-55% -$2.83M 1.18% 22
2022
Q4 		$4.95M Buy
25,891
+9,658
+59% +$1.86M 2.36% 9
2022
Q3 		$2.91M Sell
16,233
-7,989
-33% -$1.59M 1.45% 22
2022
Q2 		$4.57M Buy
24,222
+21,846
+919% +$4.49M 2.25% 13
2022
Q1 		$541K Buy
+2,376
New +$534K 0.26% 76
2021
Q1 		– Sell
-3,327
Closed -$648K – 124
2020
Q4 		$648K Buy
3,327
+28
+0.8% +$5.12K 0.41% 52
2020
Q3 		$562K Sell
3,299
-4,263
-56% -$717K 0.39% 58
2020
Q2 		$1.18M Buy
7,562
+1,131
+18% +$167K 0.89% 25
2020
Q1 		$829K Sell
6,431
-707
-10% -$109K 0.76% 33
2019
Q4 		$1.17M Sell
7,138
-1,166
-14% -$183K 0.91% 31
2019
Q3 		$1.25M Buy
8,304
+120
+1% +$18.1K 1.1% 25
2019
Q2 		$1.23M Buy
8,184
+2,362
+41% +$348K 0.99% 32
2019
Q1 		$843K Sell
5,822
-4,135
-42% -$577K 0.65% 41
2018
Q4 		$1.27M Buy
+9,957
New +$1.37M 0.86% 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
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

Juncture Wealth Strategies's VTI Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, selling an estimated $33.3K and leaving 4,700 shares worth $1.74M. The position accounts for 0.45% of the portfolio, ranked #47.

Juncture Wealth Strategies first reported a position in VTI in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.95M in Q4 2022. 1,526 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Juncture Wealth Strategies held 4,700 shares of Vanguard Total Stock Market ETF worth $1.74M as of Q2 2026.
  • Juncture Wealth Strategies sold 93 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $33.3K.
  • Vanguard Total Stock Market ETF made up 0.45% of Juncture Wealth Strategies's portfolio in Q2 2026, its #47 holding.
  • Juncture Wealth Strategies first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 27 quarters since.
  • Juncture Wealth Strategies's Vanguard Total Stock Market ETF position peaked at $4.95M in Q4 2022.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.