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Marathon Strategic Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Marathon Strategic 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 		$942K Hold
2,546
– – 0.53% 23
2026
Q1 		$817K Sell
2,546
-763
-23% -$256K 0.59% 26
2025
Q4 		$1.11M Buy
3,309
+905
+38% +$301K 0.85% 23
2025
Q3 		$789K Sell
2,404
-1,000
-29% -$316K 0.63% 26
2025
Q2 		$1.03M Buy
+3,404
New +$957K 0.96% 21

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
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
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Marathon Strategic Advisors's VTI Position: Q2 2026 in Review

Marathon Strategic Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,546 shares worth $942K. The position accounts for 0.53% of the portfolio, ranked #23.

Marathon Strategic Advisors first reported a position in VTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2025. 1,336 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Marathon Strategic Advisors held 2,546 shares of Vanguard Total Stock Market ETF worth $942K as of Q2 2026.
  • Marathon Strategic Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.53% of Marathon Strategic Advisors's portfolio in Q2 2026, its #23 holding.
  • Marathon Strategic Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Marathon Strategic Advisors's Vanguard Total Stock Market ETF position peaked at $1.11M in Q4 2025.
  • 1,336 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.