LWM
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Lodestone Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lodestone Wealth Management’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 		$3.86M Sell
10,438
-167
-2% -$59.7K 1.36% 17
2026
Q1 		$3.4M Sell
10,605
-31
-0.3% -$10.4K 1.35% 18
2025
Q4 		$3.57M Buy
10,636
+1
+0% +$333 1.45% 15
2025
Q3 		$3.49M Sell
10,635
-25
-0.2% -$7.9K 1.57% 15
2025
Q2 		$3.24M Buy
10,660
+35
+0.3% +$9.84K 1.58% 16
2025
Q1 		$2.92M Buy
10,625
+23
+0.2% +$6.68K 1.55% 15
2024
Q4 		$3.07M Hold
10,602
– – 1.54% 19
2024
Q3 		$3M Sell
10,602
-177
-2% -$48.3K 1.5% 22
2024
Q2 		$2.88M Sell
10,779
-38
-0.4% -$9.84K 1.52% 20
2024
Q1 		$2.81M Sell
10,817
-25
-0.2% -$6.18K 1.47% 20
2023
Q4 		$2.57M Sell
10,842
-56
-0.5% -$12.4K 1.49% 18
2023
Q3 		$2.31M Sell
10,898
-697
-6% -$154K 1.62% 16
2023
Q2 		$2.55M Sell
11,595
-135
-1% -$28.2K 1.75% 14
2023
Q1 		$2.39M Sell
11,730
-147
-1% -$29.4K 1.85% 11
2022
Q4 		$2.27M Buy
+11,877
New +$2.29M 1.83% 12

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

Lodestone Wealth Management's VTI Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $59.7K and leaving 10,438 shares worth $3.86M. The position accounts for 1.36% of the portfolio, ranked #17.

Lodestone Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 1,677 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lodestone Wealth Management held 10,438 shares of Vanguard Total Stock Market ETF worth $3.86M as of Q2 2026.
  • Lodestone Wealth Management sold 167 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $59.7K.
  • Vanguard Total Stock Market ETF made up 1.36% of Lodestone Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,677 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.