LFA
VTI icon

LifeGuide Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

LifeGuide Financial Advisors’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 		$19.1M Buy
51,724
+1,295
+3% +$463K 5.45% 6
2026
Q1 		$16.2M Buy
50,429
+1,033
+2% +$347K 5.17% 7
2025
Q4 		$16.6M Sell
49,396
-925
-2% -$308K 5.51% 6
2025
Q3 		$15.3M Sell
50,321
-5
-0% -$1.58K 5.63% 6
2025
Q2 		$15.3M Buy
50,326
+5,690
+13% +$1.6M 5.65% 6
2025
Q1 		$12.3M Buy
44,636
+434
+1% +$126K 5.01% 6
2024
Q4 		$12.8M Buy
44,202
+1,179
+3% +$344K 5.49% 6
2024
Q3 		$12.2M Buy
43,023
+1,052
+3% +$287K 5.2% 6
2024
Q2 		$11.2M Buy
41,971
+8
+0% +$2.07K 5.45% 6
2024
Q1 		$10.9M Sell
41,963
-1,446
-3% -$358K 5.49% 5
2023
Q4 		$10.3M Sell
43,409
-13,446
-24% -$2.97M 5.44% 5
2023
Q3 		$12.1M Sell
56,855
-1,065
-2% -$236K 7.06% 5
2023
Q2 		$12.8M Buy
57,920
+6,875
+13% +$1.43M 8.62% 4
2023
Q1 		$10.4M Buy
51,045
+2,779
+6% +$556K 8.38% 4
2022
Q4 		$9.23M Buy
48,266
+24,994
+107% +$4.82M 8% 4
2022
Q3 		$4.18M Buy
23,272
+209
+0.9% +$41.7K 4.08% 4
2022
Q2 		$4.35M Buy
23,063
+6,804
+42% +$1.4M 3.97% 4
2022
Q1 		$3.7M Buy
16,259
+356
+2% +$80.1K 2.86% 5
2021
Q4 		$3.84M Buy
+15,903
New +$3.75M 2.86% 4

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

LifeGuide Financial Advisors's VTI Position: Q2 2026 in Review

LifeGuide Financial Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, buying an estimated $463K and bringing the position to 51,724 shares worth $19.1M. The position accounts for 5.45% of the portfolio, ranked #6.

LifeGuide Financial Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • LifeGuide Financial Advisors held 51,724 shares of Vanguard Total Stock Market ETF worth $19.1M as of Q2 2026.
  • LifeGuide Financial Advisors bought 1,295 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $463K.
  • Vanguard Total Stock Market ETF made up 5.45% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • LifeGuide Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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