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Mayflower Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mayflower Financial 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 		$6.79M Sell
18,337
-793
-4% -$284K 0.59% 42
2026
Q1 		$6.14M Sell
19,130
-112
-0.6% -$37.6K 0.74% 29
2025
Q4 		$6.45M Buy
19,242
+623
+3% +$207K 0.78% 32
2025
Q3 		$6.11M Sell
18,619
-723
-4% -$228K 0.77% 31
2025
Q2 		$5.88M Sell
19,342
-70
-0.4% -$19.7K 0.82% 28
2025
Q1 		$5.34M Buy
19,412
+335
+2% +$97.3K 0.81% 28
2024
Q4 		$5.53M Buy
19,077
+410
+2% +$120K 0.83% 28
2024
Q3 		$5.29M Sell
18,667
-1,987
-10% -$542K 0.8% 30
2024
Q2 		$5.53M Sell
20,654
-164
-0.8% -$42.4K 0.91% 25
2024
Q1 		$5.41M Buy
20,818
+7
+0% +$1.73K 0.9% 24
2023
Q4 		$4.94M Sell
20,811
-578
-3% -$128K 0.68% 39
2023
Q3 		$4.54M Sell
21,389
-1,525
-7% -$338K 0.68% 33
2023
Q2 		$5.05M Sell
22,914
-1,208
-5% -$252K 0.65% 36
2023
Q1 		$4.92M Sell
24,122
-726
-3% -$145K 0.65% 36
2022
Q4 		$4.75M Buy
24,848
+1,959
+9% +$378K 0.66% 34
2022
Q3 		$4.11M Sell
22,889
-1,653
-7% -$329K 0.66% 31
2022
Q2 		$4.63M Sell
24,542
-2,588
-10% -$532K 0.71% 30
2022
Q1 		$6.18M Sell
27,130
-357
-1% -$80.3K 0.83% 26
2021
Q4 		$6.64M Sell
27,487
-314
-1% -$74.1K 0.88% 28
2021
Q3 		$6.49M Buy
27,801
+1,776
+7% +$405K 0.88% 30
2021
Q2 		$5.8M Buy
26,025
+1,026
+4% +$223K 0.8% 29
2021
Q1 		$5.17M Buy
24,999
+859
+4% +$174K 0.77% 29
2020
Q4 		$4.7M Buy
+24,140
New +$4.41M 0.81% 27

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

Mayflower Financial Advisors's VTI Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.1% in Q2 2026, selling an estimated $284K and leaving 18,337 shares worth $6.79M. The position accounts for 0.59% of the portfolio, ranked #42.

Mayflower Financial Advisors first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 1,494 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Mayflower Financial Advisors held 18,337 shares of Vanguard Total Stock Market ETF worth $6.79M as of Q2 2026.
  • Mayflower Financial Advisors sold 793 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $284K.
  • Vanguard Total Stock Market ETF made up 0.59% of Mayflower Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Mayflower Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,494 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.