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Orgel Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Orgel Wealth Management’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 		$2.96M Buy
7,987
+1,368
+21% +$489K 0.06% 41
2026
Q1 		$2.12M Buy
6,619
+502
+8% +$168K 0.05% 38
2025
Q4 		$2.05M Buy
6,117
+70
+1% +$23.3K 0.05% 41
2025
Q3 		$1.98M Buy
6,047
+392
+7% +$124K 0.05% 40
2025
Q2 		$1.72M Buy
5,655
+1,005
+22% +$283K 0.04% 41
2025
Q1 		$1.28M Sell
4,650
-1,130
-20% -$328K 0.03% 42
2024
Q4 		$1.68M Buy
5,780
+1,842
+47% +$537K 0.04% 40
2024
Q3 		$1.12M Buy
3,938
+739
+23% +$202K 0.03% 47
2024
Q2 		$856K Sell
3,199
-8
-0.2% -$2.07K 0.02% 47
2024
Q1 		$834K Buy
3,207
+606
+23% +$150K 0.02% 46
2023
Q4 		$617K Buy
2,601
+6
+0.2% +$1.33K 0.02% 52
2023
Q3 		$551K Buy
2,595
+605
+30% +$134K 0.02% 51
2023
Q2 		$438K Buy
1,990
+103
+5% +$21.5K 0.01% 56
2023
Q1 		$385K Sell
1,887
-325
-15% -$65.1K 0.01% 54
2022
Q4 		$423K Sell
2,212
-40
-2% -$7.71K 0.02% 54
2022
Q3 		$404K Buy
2,252
+75
+3% +$14.9K 0.02% 49
2022
Q2 		$411K Sell
2,177
-297
-12% -$61K 0.02% 44
2022
Q1 		$563K Buy
2,474
+316
+15% +$71.1K 0.04% 33
2021
Q4 		$521K Buy
2,158
+240
+13% +$56.7K 0.05% 33
2021
Q3 		$426K Buy
1,918
+197
+11% +$44.9K 0.05% 34
2021
Q2 		$383K Buy
1,721
+141
+9% +$30.6K 0.05% 36
2021
Q1 		$327K Buy
1,580
+24
+2% +$4.86K 0.05% 36
2020
Q4 		$303K Buy
1,556
+50
+3% +$9.14K 0.06% 34
2020
Q3 		$256K Sell
1,506
-1,530
-50% -$257K 0.07% 39
2020
Q2 		$475K Buy
3,036
+226
+8% +$33.3K 0.18% 26
2020
Q1 		$362K Sell
2,810
-172
-6% -$26.6K 0.14% 25
2019
Q4 		$488K Buy
2,982
+739
+33% +$116K 0.13% 28
2019
Q3 		$339K Buy
2,243
+52
+2% +$7.84K 0.13% 30
2019
Q2 		$329K Buy
2,191
+395
+22% +$58.2K 0.13% 27
2019
Q1 		$260K Buy
+1,796
New +$251K 0.09% 35

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

Orgel Wealth Management's VTI Position: Q2 2026 in Review

Orgel Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 21% in Q2 2026, buying an estimated $489K and bringing the position to 7,987 shares worth $2.96M. The position accounts for 0.06% of the portfolio, ranked #41.

Orgel Wealth Management first reported a position in VTI in Q1 2019 and has held it in 30 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Orgel Wealth Management held 7,987 shares of Vanguard Total Stock Market ETF worth $2.96M as of Q2 2026.
  • Orgel Wealth Management bought 1,368 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $489K.
  • Vanguard Total Stock Market ETF made up 0.06% of Orgel Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Orgel Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.