PCS
VTI icon

Private Client Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Private Client Services’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 		$525K Sell
1,418
-299
-17% -$107K 0.14% 130
2026
Q1 		$551K Buy
1,717
+25
+1% +$8.39K 0.16% 107
2025
Q4 		$567K Buy
1,692
+254
+18% +$84.5K 0.18% 97
2025
Q3 		$472K Hold
1,438
– – 0.16% 111
2025
Q2 		$437K Buy
1,438
+135
+10% +$38K 0.17% 120
2025
Q1 		$358K Buy
1,303
+120
+10% +$34.9K 0.18% 115
2024
Q4 		$343K Buy
1,183
+15
+1% +$4.38K 0.18% 108
2024
Q3 		$331K Sell
1,168
-100
-8% -$27.3K 0.18% 109
2024
Q2 		$339K Buy
1,268
+112
+10% +$29K 0.21% 89
2024
Q1 		$301K Buy
1,156
+23
+2% +$5.69K 0.2% 98
2023
Q4 		$269K Buy
+1,133
New +$250K 0.22% 113

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return