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

McGrath & 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 		$411K Sell
1,111
-5
-0.4% -$1.79K 0.54% 26
2026
Q1 		$358K Buy
1,116
+79
+8% +$26.5K 0.53% 33
2025
Q4 		$348K Buy
1,037
+356
+52% +$118K 0.49% 35
2025
Q3 		$223K Buy
+681
New +$215K 0.33% 40

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

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

McGrath & Associates reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.45% in Q2 2026, selling an estimated $1.79K and leaving 1,111 shares worth $411K. The position accounts for 0.54% of the portfolio, ranked #26.

McGrath & Associates first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • McGrath & Associates held 1,111 shares of Vanguard Total Stock Market ETF worth $411K as of Q2 2026.
  • McGrath & Associates sold 5 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.79K.
  • Vanguard Total Stock Market ETF made up 0.54% of McGrath & Associates's portfolio in Q2 2026, its #26 holding.
  • McGrath & Associates first reported a position in Vanguard Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.