Pathway Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Pathway Financial Advisors’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	$1.69M	Sell	4,576 -28	-0.6%	-$10K	0.2%	50
2026 Q1	$1.49M	Hold	4,604	–	–	0.18%	53
2025 Q4	$1.57M	Buy	4,604 +1	+0%	+$333	0.2%	50
2025 Q3	$1.51M	Sell	4,603 -11	-0.2%	-$3.48K	0.2%	48
2025 Q2	$1.4M	Buy	4,614 +691	+18%	+$194K	0.21%	49
2025 Q1	$1.08M	Buy	3,923 +39	+1%	+$11.3K	0.19%	57
2024 Q4	$1.13M	Sell	3,884 -299	-7%	-$87.2K	0.26%	49
2024 Q3	$1.18M	Hold	4,183	–	–	0.3%	44
2024 Q2	$1.12M	Hold	4,183	–	–	0.3%	46
2024 Q1	$1.09M	Sell	4,183 -1,736	-29%	-$429K	0.29%	44
2023 Q4	$1.4M	Buy	5,919 +1,927	+48%	+$426K	0.41%	33
2023 Q3	$848K	Buy	3,992 +380	+11%	+$84.1K	0.29%	43
2023 Q2	$796K	Sell	3,612 -37	-1%	-$7.72K	0.26%	45
2023 Q1	$745K	Hold	3,649	–	–	0.25%	47
2022 Q4	$698K	Sell	3,649 -4,427	-55%	-$853K	0.22%	51
2022 Q3	$1.45M	Buy	8,076 +2,947	+57%	+$587K	0.5%	28
2022 Q2	$967K	Sell	5,129 -1,150	-18%	-$236K	0.4%	39
2022 Q1	$1.43M	Buy	6,279 +2,452	+64%	+$551K	0.54%	30
2021 Q4	$868K	Buy	+3,827	New	+$903K	0.31%	43
2021 Q1	$412K	Buy	+1,915	New	+$387K	0.16%	69
2018 Q3	–	Sell	-1,040	Closed	-$146K	–	378
2018 Q2	$146K	Buy	1,040 +932	+863%	+$130K	0.09%	119
2018 Q1	$15K	Buy	108 +27	+33%	+$3.79K	0.01%	363
2017 Q4	$11K	Buy	+81	New	+$10.8K	0.01%	384

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Pathway Financial Advisors's VTI Position: Q2 2026 in Review

Pathway Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.61% in Q2 2026, selling an estimated $10K and leaving 4,576 shares worth $1.69M. The position accounts for 0.2% of the portfolio, ranked #50.

Pathway Financial Advisors first reported a position in VTI in Q4 2017 and has held it in 23 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Pathway Financial Advisors held 4,576 shares of Vanguard Total Stock Market ETF worth $1.69M as of Q2 2026.
Pathway Financial Advisors sold 28 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $10K.
Vanguard Total Stock Market ETF made up 0.2% of Pathway Financial Advisors's portfolio in Q2 2026, its #50 holding.
Pathway Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 23 quarters since.
779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.