Laurie J. Hall Trustee’s Vanguard Total Stock Market ETF VTI Stock Holding History

Laurie J. Hall Trustee’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	$9.85M	Hold	26,620	–	–	3.06%	6
2026 Q1	$8.54M	Hold	26,620	–	–	3.01%	7
2025 Q4	$8.92M	Buy	26,620 +91	+0.3%	+$30.3K	2.97%	6
2025 Q3	$8.71M	Hold	26,529	–	–	2.84%	7
2025 Q2	$8.06M	Sell	26,529 -132	-0.5%	-$37.1K	2.67%	10
2025 Q1	$7.33M	Sell	26,661 -7,100	-21%	-$2.06M	2.61%	9
2024 Q4	$9.78M	Sell	33,761 -109	-0.3%	-$31.8K	3.21%	5
2024 Q3	$9.59M	Hold	33,870	–	–	3.04%	6
2024 Q2	$9.06M	Sell	33,870 -17	-0.1%	-$4.4K	3.15%	5
2024 Q1	$8.81M	Sell	33,887 -24	-0.1%	-$5.94K	3.1%	5
2023 Q4	$8.04M	Sell	33,911 -1	-0%	-$221	3.08%	4
2023 Q3	$7.2M	Sell	33,912 -51	-0.2%	-$11.3K	3.07%	5
2023 Q2	$7.48M	Buy	33,963 +301	+0.9%	+$62.8K	2.97%	6
2023 Q1	$6.87M	Hold	33,662	–	–	2.93%	5
2022 Q4	$6.43M	Buy	33,662 +63	+0.2%	+$12.1K	2.9%	6
2022 Q3	$6.03M	Buy	33,599 +3,777	+13%	+$753K	2.97%	5
2022 Q2	$5.63M	Hold	29,822	–	–	2.63%	8
2022 Q1	$6.79M	Hold	29,822	–	–	2.61%	7
2021 Q4	$7.2M	Sell	29,822 -43	-0.1%	-$10.2K	2.55%	9
2021 Q3	$6.63M	Sell	29,865 -265	-0.9%	-$60.4K	2.56%	8
2021 Q2	$6.71M	Hold	30,130	–	–	2.53%	7
2021 Q1	$6.23M	Sell	30,130 -105	-0.3%	-$21.2K	2.39%	7
2020 Q4	$5.88M	Hold	30,235	–	–	2.38%	8
2020 Q3	$5.15M	Buy	+30,235	New	+$5.09M	2.3%	9
2019 Q4	$4.95M	Sell	30,235 -17,818	-37%	-$2.79M	2.28%	11
2019 Q3	$7.26M	Hold	48,053	–	–	3.7%	4
2019 Q2	$7.21M	Sell	48,053 -837	-2%	-$123K	3.74%	3
2019 Q1	$7.08M	Hold	48,890	–	–	3.73%	3
2018 Q4	$6.89M	Sell	48,890 -165	-0.3%	-$22.8K	3.8%	3
2018 Q3	$7.34M	Hold	49,055	–	–	3.87%	3
2018 Q2	$6.89M	Buy	49,055 +18,820	+62%	+$2.63M	3.96%	3
2018 Q1	$4.1M	Buy	30,235 +1,050	+4%	+$147K	2.5%	11
2017 Q4	$4.01M	Buy	29,185 +5,585	+24%	+$747K	2.28%	12
2017 Q3	$3.06M	Hold	23,600	–	–	1.9%	16
2017 Q2	$2.94M	Hold	23,600	–	–	1.88%	15
2017 Q1	$2.85M	Hold	23,600	–	–	1.81%	15
2016 Q4	$2.77M	Buy	+23,600	New	+$2.65M	1.77%	14
2016 Q2	$2.4M	Hold	22,000	–	–	1.57%	17
2016 Q1	$2.35M	Hold	22,000	–	–	1.48%	18
2015 Q4	$2.11M	Hold	22,000	–	–	1.52%	18
2015 Q3	$2.17M	Hold	22,000	–	–	1.73%	19
2015 Q2	$2.35M	Hold	22,000	–	–	1.71%	19
2015 Q1	$2.36M	Hold	22,000	–	–	1.72%	19
2014 Q4	$2.33M	Hold	22,000	–	–	1.66%	18
2014 Q3	$2.23M	Hold	22,000	–	–	1.67%	18
2014 Q2	$2.24M	Hold	22,000	–	–	1.68%	19
2014 Q1	$2.14M	Hold	22,000	–	–	1.66%	19
2013 Q4	$2.11M	Hold	22,000	–	–	1.62%	18
2013 Q3	$1.93M	Buy	22,000 +1,000	+5%	+$86.9K	1.62%	18
2013 Q2	$1.74M	Buy	+21,000	New	+$1.74M	1.53%	19

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Laurie J. Hall Trustee's VTI Position: Q2 2026 in Review

Laurie J. Hall Trustee held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 26,620 shares worth $9.85M. The position accounts for 3.06% of the portfolio, ranked #6.

Laurie J. Hall Trustee first reported a position in VTI in Q2 2013 and has held it in 50 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Laurie J. Hall Trustee held 26,620 shares of Vanguard Total Stock Market ETF worth $9.85M as of Q2 2026.
Laurie J. Hall Trustee left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Total Stock Market ETF made up 3.06% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #6 holding.
Laurie J. Hall Trustee first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 50 quarters since.
779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.