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Lynch & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lynch & Associates’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 		$540K Hold
1,459
– – 0.09% 104
2026
Q1 		$468K Buy
1,459
+20
+1% +$6.71K 0.09% 100
2025
Q4 		$482K Hold
1,439
– – 0.09% 102
2025
Q3 		$472K Buy
1,439
+1
+0.1% +$316 0.09% 102
2025
Q2 		$437K Sell
1,438
-150
-9% -$42.2K 0.09% 105
2025
Q1 		$436K Buy
1,588
+155
+11% +$45K 0.09% 100
2024
Q4 		$415K Hold
1,433
– – 0.09% 99
2024
Q3 		$406K Buy
1,433
+4
+0.3% +$1.09K 0.09% 98
2024
Q2 		$382K Hold
1,429
– – 0.09% 100
2024
Q1 		$371K Hold
1,429
– – 0.09% 103
2023
Q4 		$339K Hold
1,429
– – 0.08% 98
2023
Q3 		$304K Hold
1,429
– – 0.08% 97
2023
Q2 		$315K Hold
1,429
– – 0.08% 90
2023
Q1 		$292K Hold
1,429
– – 0.08% 95
2022
Q4 		$273K Buy
1,429
+80
+6% +$15.4K 0.07% 94
2022
Q3 		$242K Buy
1,349
+144
+12% +$28.7K 0.07% 97
2022
Q2 		$227K Hold
1,205
– – 0.06% 94
2022
Q1 		$274K Hold
1,205
– – 0.07% 95
2021
Q4 		$291K Hold
1,205
– – 0.07% 95
2021
Q3 		$268K Hold
1,205
– – 0.07% 93
2021
Q2 		$268K Hold
1,205
– – 0.07% 93
2021
Q1 		$249K Hold
1,205
– – 0.07% 94
2020
Q4 		$235K Hold
1,205
– – 0.06% 99
2020
Q3 		$205K Buy
+1,205
New +$203K 0.06% 96
2016
Q4 		– Sell
-1,815
Closed -$202K – 108
2016
Q3 		$202K Buy
+1,815
New +$201K 0.09% 102
2014
Q4 		– Sell
-2,100
Closed -$213K – 100
2014
Q3 		$213K Hold
2,100
– – 0.12% 90
2014
Q2 		$214K Hold
2,100
– – 0.12% 86
2014
Q1 		$205K Hold
2,100
– – 0.12% 89
2013
Q4 		$201K Sell
2,100
-1,400
-40% -$129K 0.12% 91
2013
Q3 		$307K Hold
3,500
– – 0.2% 81
2013
Q2 		$289K Buy
+3,500
New +$290K 0.2% 84

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

Lynch & Associates's VTI Position: Q2 2026 in Review

Lynch & Associates held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,459 shares worth $540K. The position accounts for 0.09% of the portfolio, ranked #104.

Lynch & Associates first reported a position in VTI in Q2 2013 and has held it in 31 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lynch & Associates held 1,459 shares of Vanguard Total Stock Market ETF worth $540K as of Q2 2026.
  • Lynch & Associates left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.09% of Lynch & Associates's portfolio in Q2 2026, its #104 holding.
  • Lynch & Associates first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 31 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.