MFS
VTI icon

Madrona Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Madrona Financial Services’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 		$4.55M Sell
12,295
-2,235
-15% -$799K 0.84% 25
2026
Q1 		$4.66M Sell
14,530
-1,694
-10% -$568K 1.02% 24
2025
Q4 		$5.44M Buy
16,224
+4,524
+39% +$1.5M 1.16% 19
2025
Q3 		$3.84M Buy
11,700
+47
+0.4% +$14.8K 0.85% 24
2025
Q2 		$3.54M Sell
11,653
-359
-3% -$101K 0.85% 25
2025
Q1 		$3.3M Sell
12,012
-212
-2% -$61.6K 0.91% 25
2024
Q4 		$3.54M Buy
12,224
+828
+7% +$242K 0.96% 27
2024
Q3 		$3.23M Sell
11,396
-133
-1% -$36.3K 0.9% 28
2024
Q2 		$3.08M Buy
11,529
+567
+5% +$147K 0.95% 26
2024
Q1 		$2.85M Buy
10,962
+285
+3% +$70.5K 0.99% 25
2023
Q4 		$2.53M Buy
10,677
+2,188
+26% +$484K 1% 25
2023
Q3 		$1.8M Buy
8,489
+3,467
+69% +$767K 0.82% 27
2023
Q2 		$1.11M Buy
5,022
+1,937
+63% +$404K 0.54% 34
2023
Q1 		$630K Sell
3,085
-399
-11% -$79.9K 0.34% 40
2022
Q4 		$666K Sell
3,484
-280
-7% -$54K 0.38% 30
2022
Q3 		$676K Buy
3,764
+6
+0.2% +$1.2K 0.42% 29
2022
Q2 		$709K Sell
3,758
-9
-0.2% -$1.85K 0.42% 30
2022
Q1 		$849K Sell
3,767
-555
-13% -$125K 0.42% 34
2021
Q4 		$1.04M Sell
4,322
-236
-5% -$55.7K 0.44% 31
2021
Q3 		$1.01M Sell
4,558
-59
-1% -$13.5K 0.48% 29
2021
Q2 		$1.03M Sell
4,617
-266
-5% -$57.7K 0.53% 28
2021
Q1 		$1.01M Buy
4,883
+51
+1% +$10.3K 0.52% 31
2020
Q4 		$940K Sell
4,832
-162
-3% -$29.6K 0.52% 29
2020
Q3 		$850K Sell
4,994
-799
-14% -$134K 0.53% 28
2020
Q2 		$907K Buy
5,793
+48
+0.8% +$7.08K 0.63% 28
2020
Q1 		$741K Sell
5,745
-377
-6% -$58.3K 0.62% 26
2019
Q4 		$1M Sell
6,122
-729
-11% -$114K 0.73% 31
2019
Q3 		$1.03M Sell
6,851
-260
-4% -$39.2K 0.76% 31
2019
Q2 		$1.07M Sell
7,111
-72,169
-91% -$10.6M 0.99% 25
2019
Q1 		$11.5M Sell
79,280
-3,393
-4% -$473K 12.57% 2
2018
Q4 		$10.6M Buy
82,673
+1,537
+2% +$212K 9.32% 3
2018
Q3 		$12.1M Buy
81,136
+2,005
+3% +$295K 9.22% 3
2018
Q2 		$11.1M Sell
79,131
-893
-1% -$125K 8.94% 4
2018
Q1 		$10.9M Buy
80,024
+4,644
+6% +$651K 8.65% 4
2017
Q4 		$10.3M Buy
75,380
+129
+0.2% +$17.3K 8.74% 4
2017
Q3 		$9.75M Buy
75,251
+6,121
+9% +$775K 8.96% 4
2017
Q2 		$8.6M Buy
69,130
+2,966
+4% +$365K 8.73% 4
2017
Q1 		$8.03M Buy
66,164
+63,851
+2,761% +$7.65M 8.59% 4
2016
Q4 		$267K Buy
+2,313
New +$260K 0.29% 33

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
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
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
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Madrona Financial Services's VTI Position: Q2 2026 in Review

Madrona Financial Services reduced its Vanguard Total Stock Market ETF (VTI) stake by 15% in Q2 2026, selling an estimated $799K and leaving 12,295 shares worth $4.55M. The position accounts for 0.84% of the portfolio, ranked #25.

Madrona Financial Services first reported a position in VTI in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.1M in Q3 2018. 1,054 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Madrona Financial Services held 12,295 shares of Vanguard Total Stock Market ETF worth $4.55M as of Q2 2026.
  • Madrona Financial Services sold 2,235 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $799K.
  • Vanguard Total Stock Market ETF made up 0.84% of Madrona Financial Services's portfolio in Q2 2026, its #25 holding.
  • Madrona Financial Services first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
  • Madrona Financial Services's Vanguard Total Stock Market ETF position peaked at $12.1M in Q3 2018.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.