Okabena Investment Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Okabena Investment 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 Q1	$372K	Sell	1,161 -100	-8%	-$33.6K	0.07%	130
2025 Q4	$423K	Buy	+1,261	New	+$419K	0.08%	120
2024 Q4	–	Sell	-2,091	Closed	-$592K	–	123
2024 Q3	$592K	Hold	2,091	–	–	0.17%	84
2024 Q2	$559K	Sell	2,091 -279	-12%	-$72.2K	0.18%	80
2024 Q1	$616K	Buy	2,370 +401	+20%	+$99.2K	0.21%	82
2023 Q4	$467K	Hold	1,969	–	–	0.18%	83
2023 Q3	$418K	Buy	1,969 +80	+4%	+$17.7K	0.33%	56
2023 Q2	$416K	Sell	1,889 -18	-0.9%	-$3.75K	0.3%	54
2023 Q1	$389K	Buy	1,907 +321	+20%	+$64.3K	0.27%	59
2022 Q4	$303K	Sell	1,586 -376	-19%	-$72.5K	0.2%	80
2022 Q3	$352K	Buy	1,962 +227	+13%	+$45.2K	0.17%	86
2022 Q2	$327K	Hold	1,735	–	–	0.17%	78
2022 Q1	$395K	Hold	1,735	–	–	0.17%	84
2021 Q4	$419K	Buy	+1,735	New	+$410K	0.16%	83

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Okabena Investment Services's VTI Position: Q1 2026 in Review

Okabena Investment Services reduced its Vanguard Total Stock Market ETF (VTI) stake by 7.9% in Q1 2026, selling an estimated $33.6K and leaving 1,161 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #130.

Okabena Investment Services first reported a position in VTI in Q4 2021 and has held it in 14 quarters since. The position peaked at $616K in Q1 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Okabena Investment Services held 1,161 shares of Vanguard Total Stock Market ETF worth $372K as of Q1 2026.
Okabena Investment Services sold 100 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $33.6K.
Vanguard Total Stock Market ETF made up 0.07% of Okabena Investment Services's portfolio in Q1 2026, its #130 holding.
Okabena Investment Services first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 14 quarters since.
Okabena Investment Services's Vanguard Total Stock Market ETF position peaked at $616K in Q1 2024.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.