Lyell Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $530K | Hold |
1,652
| – | – | 0.04% | 148 |
|
|
2025
Q4 | $554K | Sell |
1,652
-11
| -0.7% | -$3.66K | 0.04% | 143 |
|
|
2025
Q3 | $546K | Hold |
1,663
| – | – | 0.04% | 146 |
|
|
2025
Q2 | $505K | Sell |
1,663
-300
| -15% | -$84.4K | 0.04% | 148 |
|
|
2025
Q1 | $540K | Hold |
1,963
| – | – | 0.05% | 141 |
|
|
2024
Q4 | $569K | Sell |
1,963
-6
| -0.3% | -$1.75K | 0.05% | 139 |
|
|
2024
Q3 | $558K | Hold |
1,969
| – | – | 0.05% | 139 |
|
|
2024
Q2 | $527K | Sell |
1,969
-7
| -0.4% | -$1.81K | 0.05% | 136 |
|
|
2024
Q1 | $514K | Hold |
1,976
| – | – | 0.05% | 137 |
|
|
2023
Q4 | $469K | Hold |
1,976
| – | – | 0.05% | 140 |
|
|
2023
Q3 | $420K | Sell |
1,976
-317
| -14% | -$70.2K | 0.06% | 133 |
|
|
2023
Q2 | $505K | Sell |
2,293
-385
| -14% | -$80.3K | 0.06% | 131 |
|
|
2023
Q1 | $547K | Buy |
2,678
+375
| +16% | +$75.1K | 0.08% | 136 |
|
|
2022
Q4 | $440K | Hold |
2,303
| – | – | 0.07% | 140 |
|
|
2022
Q3 | $413K | Buy |
2,303
+133
| +6% | +$26.5K | 0.07% | 137 |
|
|
2022
Q2 | $409K | Buy |
2,170
+375
| +21% | +$77K | 0.07% | 142 |
|
|
2022
Q1 | $409K | Sell |
1,795
-100
| -5% | -$22.5K | 0.05% | 152 |
|
|
2021
Q4 | $458K | Buy |
1,895
+317
| +20% | +$74.8K | 0.05% | 138 |
|
|
2021
Q3 | $350K | Sell |
1,578
-85
| -5% | -$19.4K | 0.04% | 147 |
|
|
2021
Q2 | $371K | Hold |
1,663
| – | – | 0.05% | 149 |
|
|
2021
Q1 | $344K | Sell |
1,663
-102
| -6% | -$20.6K | 0.05% | 144 |
|
|
2020
Q4 | $344K | Sell |
1,765
-2,667
| -60% | -$487K | 0.05% | 133 |
|
|
2020
Q3 | $755K | Sell |
4,432
-322
| -7% | -$54.2K | 0.14% | 84 |
|
|
2020
Q2 | $744K | Buy |
4,754
+335
| +8% | +$49.4K | 0.16% | 77 |
|
|
2020
Q1 | $570K | Buy |
4,419
+246
| +6% | +$38K | 0.17% | 81 |
|
|
2019
Q4 | $683K | Buy |
4,173
+269
| +7% | +$42.1K | 0.18% | 78 |
|
|
2019
Q3 | $590K | Buy |
3,904
+10
| +0.3% | +$1.51K | 0.18% | 78 |
|
|
2019
Q2 | $584K | Buy |
3,894
+4
| +0.1% | +$589 | 0.18% | 84 |
|
|
2019
Q1 | $563K | Buy |
+3,890
| New | +$543K | 0.19% | 83 |
|
|
2018
Q1 | – | Sell |
-1,758
| Closed | -$241K | – | 113 |
|
|
2017
Q4 | $241K | Sell |
1,758
-425
| -19% | -$56.9K | 0.1% | 99 |
|
|
2017
Q3 | $283K | Sell |
2,183
-710
| -25% | -$89.9K | 0.12% | 94 |
|
|
2017
Q2 | $360K | Sell |
2,893
-500
| -15% | -$61.6K | 0.18% | 82 |
|
|
2017
Q1 | $412K | Sell |
3,393
-400
| -11% | -$47.9K | 0.22% | 78 |
|
|
2016
Q4 | $437K | Buy |
+3,793
| New | +$427K | 0.27% | 75 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
Lyell Wealth Management's VTI Position: Q1 2026 in Review
Lyell Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,652 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #148.
Lyell Wealth Management first reported a position in VTI in Q4 2016 and has held it in 34 quarters since. The position peaked at $755K in Q3 2020. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.
- Lyell Wealth Management held 1,652 shares of Vanguard Total Stock Market ETF worth $530K as of Q1 2026.
- Lyell Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
- Vanguard Total Stock Market ETF made up 0.04% of Lyell Wealth Management's portfolio in Q1 2026, its #148 holding.
- Lyell Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 34 quarters since.
- Lyell Wealth Management's Vanguard Total Stock Market ETF position peaked at $755K in Q3 2020.
- 3,556 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.