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

Lantz 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 		$15.2M Buy
41,154
+1,024
+3% +$366K 2.79% 5
2026
Q1 		$12.9M Buy
40,130
+2,031
+5% +$681K 2.66% 5
2025
Q4 		$12.8M Sell
38,099
-451
-1% -$150K 2.7% 4
2025
Q3 		$12.7M Buy
38,550
+649
+2% +$205K 2.8% 5
2025
Q2 		$11.5M Buy
37,901
+368
+1% +$104K 2.87% 5
2025
Q1 		$10.3M Buy
37,533
+615
+2% +$179K 2.82% 4
2024
Q4 		$10.7M Buy
36,918
+169
+0.5% +$49.3K 2.85% 5
2024
Q3 		$10.4M Buy
36,749
+1,014
+3% +$277K 2.82% 6
2024
Q2 		$9.56M Buy
35,735
+312
+0.9% +$80.8K 2.97% 5
2024
Q1 		$9.21M Sell
35,423
-649
-2% -$161K 2.96% 5
2023
Q4 		$8.56M Buy
36,072
+65
+0.2% +$14.4K 3.09% 5
2023
Q3 		$7.65M Sell
36,007
-103
-0.3% -$22.8K 3.04% 5
2023
Q2 		$7.95M Buy
36,110
+78
+0.2% +$16.3K 3.11% 4
2023
Q1 		$7.35M Buy
36,032
+322
+0.9% +$64.5K 3.06% 5
2022
Q4 		$6.83M Sell
35,710
-138
-0.4% -$26.6K 3.11% 4
2022
Q3 		$6.43M Sell
35,848
-57
-0.2% -$11.4K 3.35% 4
2022
Q2 		$6.77M Sell
35,905
-31,866
-47% -$6.55M 3.06% 6
2022
Q1 		$15.4M Sell
67,771
-716
-1% -$161K 6.28% 2
2021
Q4 		$16.5M Buy
68,487
+28
+0% +$6.61K 7.62% 2
2021
Q3 		$15.2M Sell
68,459
-680
-1% -$155K 7.79% 2
2021
Q2 		$15.4M Sell
69,139
-647
-0.9% -$140K 7.92% 2
2021
Q1 		$14.4M Sell
69,786
-284
-0.4% -$57.5K 8.21% 1
2020
Q4 		$13.6M Sell
70,070
-305
-0.4% -$55.8K 8.51% 1
2020
Q3 		$12M Buy
70,375
+360
+0.5% +$60.5K 8.06% 1
2020
Q2 		$11M Sell
70,015
-8,932
-11% -$1.32M 7.89% 1
2020
Q1 		$10.2M Sell
78,947
-1,233
-2% -$191K 7.97% 2
2019
Q4 		$13.1M Sell
80,180
-521
-0.6% -$81.6K 7.77% 2
2019
Q3 		$11.8M Buy
80,701
+114
+0.1% +$17.2K 7.98% 2
2019
Q2 		$12.2M Sell
80,587
-13
-0% -$1.92K 8.26% 2
2019
Q1 		$11.7M Buy
+80,600
New +$11.2M 8.46% 2

Other funds holding VTI

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
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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Lantz Financial's VTI Position: Q2 2026 in Review

Lantz Financial increased its Vanguard Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, buying an estimated $366K and bringing the position to 41,154 shares worth $15.2M. The position accounts for 2.79% of the portfolio, ranked #5.

Lantz Financial first reported a position in VTI in Q1 2019 and has held it in 30 quarters since. The position peaked at $16.5M in Q4 2021. 998 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lantz Financial held 41,154 shares of Vanguard Total Stock Market ETF worth $15.2M as of Q2 2026.
  • Lantz Financial bought 1,024 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $366K.
  • Vanguard Total Stock Market ETF made up 2.79% of Lantz Financial's portfolio in Q2 2026, its #5 holding.
  • Lantz Financial first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Vanguard Total Stock Market ETF position peaked at $16.5M in Q4 2021.
  • 998 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.