Palisades Hudson Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.8M | Sell |
58,483
-36
| -0.1% | -$12.1K | 7.31% | 2 |
|
|
2025
Q4 | $19.6M | Buy |
58,519
+1
| +0% | +$333 | 7.61% | 2 |
|
|
2025
Q3 | $19.2M | Buy |
58,518
+1
| +0% | +$316 | 6.97% | 4 |
|
|
2025
Q2 | $17.8M | Hold |
58,517
| – | – | 6.96% | 4 |
|
|
2025
Q1 | $16.1M | Sell |
58,517
-256
| -0.4% | -$74.4K | 7.3% | 3 |
|
|
2024
Q4 | $17M | Sell |
58,773
-1,492
| -2% | -$435K | 7.18% | 3 |
|
|
2024
Q3 | $17.1M | Sell |
60,265
-166
| -0.3% | -$45.3K | 7.2% | 3 |
|
|
2024
Q2 | $16.2M | Sell |
60,431
-419
| -0.7% | -$108K | 7.43% | 3 |
|
|
2024
Q1 | $15.8M | Hold |
60,850
| – | – | 7.2% | 3 |
|
|
2023
Q4 | $14.4M | Buy |
60,850
+45
| +0.1% | +$9.95K | 7% | 3 |
|
|
2023
Q3 | $12.9M | Buy |
60,805
+1
| +0% | +$221 | 7.07% | 3 |
|
|
2023
Q2 | $13.4M | Hold |
60,804
| – | – | 6.96% | 3 |
|
|
2023
Q1 | $12.4M | Sell |
60,804
-399
| -0.7% | -$79.9K | 6.64% | 3 |
|
|
2022
Q4 | $11.7M | Sell |
61,203
-235
| -0.4% | -$45.3K | 6.45% | 4 |
|
|
2022
Q3 | $11M | Buy |
61,438
+2
| +0% | +$399 | 6.68% | 4 |
|
|
2022
Q2 | $11.6M | Buy |
61,436
+181
| +0.3% | +$37.2K | 6.5% | 4 |
|
|
2022
Q1 | $13.9M | Buy |
61,255
+1
| +0% | +$225 | 6.51% | 4 |
|
|
2021
Q4 | $14.8M | Buy |
61,254
+111
| +0.2% | +$26.2K | 6.31% | 4 |
|
|
2021
Q3 | $13.6M | Buy |
61,143
+1
| +0% | +$228 | 6.21% | 4 |
|
|
2021
Q2 | $13.6M | Buy |
61,142
+1
| +0% | +$217 | 6.09% | 5 |
|
|
2021
Q1 | $12.6M | Sell |
61,141
-2,866
| -4% | -$580K | 6.01% | 5 |
|
|
2020
Q4 | $12.5M | Buy |
64,007
+117
| +0.2% | +$21.4K | 6.45% | 5 |
|
|
2020
Q3 | $10.9M | Sell |
63,890
-2,129
| -3% | -$358K | 7.02% | 4 |
|
|
2020
Q2 | $10.3M | Sell |
66,019
-123
| -0.2% | -$18.1K | 7.06% | 4 |
|
|
2020
Q1 | $8.53M | Hold |
66,142
| – | – | 7.23% | 4 |
|
|
2019
Q4 | $10.8M | Buy |
66,142
+125
| +0.2% | +$19.6K | 6.93% | 4 |
|
|
2019
Q3 | $9.97M | Sell |
66,017
-2,524
| -4% | -$380K | 6.95% | 4 |
|
|
2019
Q2 | $10.3M | Buy |
68,541
+188
| +0.3% | +$27.7K | 7.13% | 4 |
|
|
2019
Q1 | $9.89M | Buy |
68,353
+275
| +0.4% | +$38.4K | 6.39% | 5 |
|
|
2018
Q4 | $8.69M | Sell |
68,078
-284
| -0.4% | -$39.2K | 5.08% | 5 |
|
|
2018
Q3 | $10.2M | Hold |
68,362
| – | – | 5.28% | 5 |
|
|
2018
Q2 | $9.6M | Sell |
68,362
-311
| -0.5% | -$43.4K | 5.17% | 6 |
|
|
2018
Q1 | $9.32M | Buy |
68,673
+215
| +0.3% | +$30.1K | 5.08% | 6 |
|
|
2017
Q4 | $9.4M | Buy |
68,458
+152
| +0.2% | +$20.3K | 5.17% | 6 |
|
|
2017
Q3 | $8.85M | Buy |
68,306
+220
| +0.3% | +$27.9K | 5.03% | 6 |
|
|
2017
Q2 | $8.47M | Sell |
68,086
-32,226
| -32% | -$3.97M | 4.96% | 6 |
|
|
2017
Q1 | $12.2M | Sell |
100,312
-143,028
| -59% | -$17.1M | 7.73% | 3 |
|
|
2016
Q4 | $28.1M | Buy |
+243,340
| New | +$27.4M | 17.19% | 2 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
Palisades Hudson Asset Management's VTI Position: Q1 2026 in Review
Palisades Hudson Asset Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.06% in Q1 2026, selling an estimated $12.1K and leaving 58,483 shares worth $18.8M. The position accounts for 7.31% of the portfolio, ranked #2.
Palisades Hudson Asset Management first reported a position in VTI in Q4 2016 and has held it in 38 quarters since. The position peaked at $28.1M in Q4 2016. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.
- Palisades Hudson Asset Management held 58,483 shares of Vanguard Total Stock Market ETF worth $18.8M as of Q1 2026.
- Palisades Hudson Asset Management sold 36 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $12.1K.
- Vanguard Total Stock Market ETF made up 7.31% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #2 holding.
- Palisades Hudson Asset Management first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 38 quarters since.
- Palisades Hudson Asset Management's Vanguard Total Stock Market ETF position peaked at $28.1M in Q4 2016.
- 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.
Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.