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Lauer Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lauer Wealth’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 		$897K Buy
2,417
+4
+0.2% +$1.43K 0.54% 29
2026
Q1 		$805K Sell
2,413
-63
-3% -$21.1K 0.64% 24
2025
Q4 		$842K Hold
2,476
– – 0.63% 23
2025
Q3 		$813K Sell
2,476
-20
-0.8% -$6.32K 0.58% 23
2025
Q2 		$780K Hold
2,496
– – 0.64% 20
2025
Q1 		$681K Sell
2,496
-2,416
-49% -$702K 0.52% 23
2024
Q4 		$1.42M Buy
4,912
+581
+13% +$170K 0.95% 16
2024
Q3 		$1.23M Buy
4,331
+139
+3% +$37.9K 0.95% 17
2024
Q2 		$1.15M Buy
4,192
+71
+2% +$18.4K 0.9% 17
2024
Q1 		$1.06M Buy
4,121
+684
+20% +$169K 0.92% 19
2023
Q4 		$827K Buy
3,437
+931
+37% +$206K 0.77% 21
2023
Q3 		$541K Sell
2,506
-27
-1% -$5.98K 0.58% 25
2023
Q2 		$571K Buy
2,533
+109
+4% +$22.7K 0.59% 25
2023
Q1 		$497K Buy
+2,424
New +$485K 0.62% 22

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

Lauer Wealth's VTI Position: Q2 2026 in Review

Lauer Wealth increased its Vanguard Total Stock Market ETF (VTI) stake by 0.17% in Q2 2026, buying an estimated $1.43K and bringing the position to 2,417 shares worth $897K. The position accounts for 0.54% of the portfolio, ranked #29.

Lauer Wealth first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.42M in Q4 2024. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lauer Wealth held 2,417 shares of Vanguard Total Stock Market ETF worth $897K as of Q2 2026.
  • Lauer Wealth bought 4 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Total Stock Market ETF made up 0.54% of Lauer Wealth's portfolio in Q2 2026, its #29 holding.
  • Lauer Wealth first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Lauer Wealth's Vanguard Total Stock Market ETF position peaked at $1.42M in Q4 2024.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.