NOI
VTI icon

Newton One Investments’s Vanguard Total Stock Market ETF VTI Stock Holding History

Newton One Investments’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 		$10.4M Sell
28,059
-277
-1% -$99K 2.61% 12
2026
Q1 		$9.09M Buy
28,336
+715
+3% +$240K 2.47% 13
2025
Q4 		$9.26M Sell
27,621
-808
-3% -$269K 2.73% 10
2025
Q3 		$9.33M Sell
28,429
-1,337
-4% -$422K 2.76% 10
2025
Q2 		$9.05M Sell
29,766
-1,598
-5% -$449K 2.85% 10
2025
Q1 		$8.62M Buy
31,364
+1,190
+4% +$346K 3.08% 10
2024
Q4 		$8.74M Sell
30,174
-187
-0.6% -$54.6K 3.37% 8
2024
Q3 		$8.6M Buy
30,361
+1,150
+4% +$314K 3.45% 8
2024
Q2 		$7.81M Hold
29,211
– – 3.37% 10
2024
Q1 		$7.59M Buy
29,211
+389
+1% +$96.2K 3.34% 10
2023
Q4 		$6.84M Sell
28,822
-471
-2% -$104K 3.14% 10
2023
Q3 		$6.22M Sell
29,293
-501
-2% -$111K 3.71% 9
2023
Q2 		$6.56M Buy
29,794
+113
+0.4% +$23.6K 3.76% 9
2023
Q1 		$6.06M Buy
29,681
+1,256
+4% +$251K 3.64% 9
2022
Q4 		$5.43M Buy
28,425
+582
+2% +$112K 3.51% 9
2022
Q3 		$5M Buy
27,843
+250
+0.9% +$49.8K 3.56% 9
2022
Q2 		$5.21M Buy
27,593
+155
+0.6% +$31.8K 3.87% 9
2022
Q1 		$6.25M Buy
27,438
+1,040
+4% +$234K 4.55% 8
2021
Q4 		$6.37M Buy
26,398
+760
+3% +$179K 4.5% 8
2021
Q3 		$5.69M Buy
25,638
+1,599
+7% +$365K 4.24% 8
2021
Q2 		$5.36M Buy
24,039
+7,765
+48% +$1.69M 4.25% 9
2021
Q1 		$3.36M Buy
16,274
+240
+1% +$48.6K 2.99% 12
2020
Q4 		$3.12M Buy
+16,034
New +$2.93M 3.07% 12

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

Newton One Investments's VTI Position: Q2 2026 in Review

Newton One Investments reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.98% in Q2 2026, selling an estimated $99K and leaving 28,059 shares worth $10.4M. The position accounts for 2.61% of the portfolio, ranked #12.

Newton One Investments first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Newton One Investments held 28,059 shares of Vanguard Total Stock Market ETF worth $10.4M as of Q2 2026.
  • Newton One Investments sold 277 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $99K.
  • Vanguard Total Stock Market ETF made up 2.61% of Newton One Investments's portfolio in Q2 2026, its #12 holding.
  • Newton One Investments first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.