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Outbound Financial Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History

Outbound Financial Inc’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 		$690K Buy
1,864
+462
+33% +$165K 0.45% 31
2026
Q1 		$450K Hold
1,402
– – 0.34% 36
2025
Q4 		$470K Sell
1,402
-1,050
-43% -$349K 0.37% 34
2025
Q3 		$805K Buy
2,452
+40
+2% +$12.6K 0.66% 28
2025
Q2 		$733K Buy
+2,412
New +$678K 0.67% 28

Other funds holding VTI

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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Outbound Financial Inc's VTI Position: Q2 2026 in Review

Outbound Financial Inc increased its Vanguard Total Stock Market ETF (VTI) stake by 33% in Q2 2026, buying an estimated $165K and bringing the position to 1,864 shares worth $690K. The position accounts for 0.45% of the portfolio, ranked #31.

Outbound Financial Inc first reported a position in VTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $805K in Q3 2025. 1,126 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Outbound Financial Inc held 1,864 shares of Vanguard Total Stock Market ETF worth $690K as of Q2 2026.
  • Outbound Financial Inc bought 462 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $165K.
  • Vanguard Total Stock Market ETF made up 0.45% of Outbound Financial Inc's portfolio in Q2 2026, its #31 holding.
  • Outbound Financial Inc first reported a position in Vanguard Total Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
  • Outbound Financial Inc's Vanguard Total Stock Market ETF position peaked at $805K in Q3 2025.
  • 1,126 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.