Patrick M. Sweeney & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Patrick M. Sweeney & Associates’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	$363K	Hold	1,130	–	–	0.23%	108
2025 Q4	$379K	Hold	1,130	–	–	0.24%	100
2025 Q3	$371K	Hold	1,130	–	–	0.24%	99
2025 Q2	$348K	Hold	1,130	–	–	0.24%	104
2025 Q1	$311K	Hold	1,130	–	–	0.23%	107
2024 Q4	$327K	Hold	1,130	–	–	0.25%	105
2024 Q3	$320K	Hold	1,130	–	–	0.24%	110
2024 Q2	$302K	Hold	1,130	–	–	0.24%	103
2024 Q1	$294K	Buy	1,130 +35	+3%	+$8.66K	0.24%	102
2023 Q4	$260K	Buy	+1,095	New	+$242K	0.24%	97

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

Patrick M. Sweeney & Associates's VTI Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,130 shares worth $363K. The position accounts for 0.23% of the portfolio, ranked #108.

Patrick M. Sweeney & Associates first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $379K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Patrick M. Sweeney & Associates held 1,130 shares of Vanguard Total Stock Market ETF worth $363K as of Q1 2026.
Patrick M. Sweeney & Associates left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Total Stock Market ETF made up 0.23% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #108 holding.
Patrick M. Sweeney & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Vanguard Total Stock Market ETF position peaked at $379K in Q4 2025.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.