Proficio Capital Partners’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
$29.8M Buy
91,961
+10,699
+13% +$3.59M 1.59% 15
2025
Q4
$27.2M Buy
81,262
+22,040
+37% +$7.33M 1.91% 13
2025
Q3
$19.4M Sell
59,222
-707
-1% -$223K 1.34% 15
2025
Q2
$18.2M Sell
59,929
-1,245
-2% -$350K 1.13% 17
2025
Q1
$16.8M Sell
61,174
-1,011
-2% -$294K 1.3% 15
2024
Q4
$18M Buy
62,185
+8,323
+15% +$2.43M 1.46% 17
2024
Q3
$15.3M Sell
53,862
-96,374
-64% -$26.3M 1.52% 14
2024
Q2
$40.2M Buy
150,236
+770
+0.5% +$199K 4.22% 6
2024
Q1
$38.8M Buy
149,466
+93,549
+167% +$23.1M 4.28% 5
2023
Q4
$13.3M Buy
55,917
+25,983
+87% +$5.74M 1.64% 14
2023
Q3
$6.36M Sell
29,934
-20,537
-41% -$4.55M 0.85% 24
2023
Q2
$11.1M Sell
50,471
-76,693
-60% -$16M 1.51% 15
2023
Q1
$26M Buy
127,164
+60,614
+91% +$12.1M 4.12% 4
2022
Q4
$12.7M Sell
66,550
-65,866
-50% -$12.7M 2.41% 7
2022
Q3
$23.8M Sell
132,416
-10,352,779
-99% -$2.06B 4.38% 5
2022
Q2
$17.1M Buy
10,485,195
+10,349,270
+7,614% +$2.13B 3.21% 6
2022
Q1
$30.9M Buy
135,925
+13,241
+11% +$2.98M 4.62% 4
2021
Q4
$29.6M Buy
122,684
+1,017
+0.8% +$240K 4.12% 3
2021
Q3
$27M Sell
121,667
-7,865
-6% -$1.79M 3.55% 5
2021
Q2
$28.9M Buy
129,532
+2,417
+2% +$525K 3.52% 5
2021
Q1
$26.3M Sell
127,115
-900
-0.7% -$182K 3.4% 6
2020
Q4
$25.2M Buy
+128,015
New +$23.4M 3.95% 4
2019
Q3
Sell
-1,000
Closed -$150K 1510
2019
Q2
$150K Hold
1,000
0.05% 163
2019
Q1
$145K Hold
1,000
0.05% 158
2018
Q4
$128K Hold
1,000
0.06% 146
2018
Q3
$150K Hold
1,000
0.05% 156
2018
Q2
$140K Hold
1,000
0.06% 165
2018
Q1
$136K Hold
1,000
0.04% 171
2017
Q4
$137K Hold
1,000
0.04% 167
2017
Q3
$130K Hold
1,000
0.05% 206
2017
Q2
$127K Hold
1,000
0.05% 217
2017
Q1
$124K Hold
1,000
0.05% 215
2016
Q4
$115K Hold
1,000
0.05% 166
2016
Q3
$111K Hold
1,000
0.06% 168
2016
Q2
$111K Hold
1,000
0.07% 165
2016
Q1
$105K Buy
+1,000
New +$99.2K 0.09% 134

Other funds holding VTI

Proficio Capital Partners's VTI Position: Q1 2026 in Review

Proficio Capital Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 13% in Q1 2026, buying an estimated $3.59M and bringing the position to 91,961 shares worth $29.8M. The position accounts for 1.59% of the portfolio, ranked #15.

Proficio Capital Partners first reported a position in VTI in Q1 2016 and has held it in 36 quarters since. The position peaked at $40.2M in Q2 2024. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Proficio Capital Partners held 91,961 shares of Vanguard Total Stock Market ETF worth $29.8M as of Q1 2026.
  • Proficio Capital Partners bought 10,699 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $3.59M.
  • Vanguard Total Stock Market ETF made up 1.59% of Proficio Capital Partners's portfolio in Q1 2026, its #15 holding.
  • Proficio Capital Partners first reported a position in Vanguard Total Stock Market ETF in Q1 2016 and has held it in 36 quarters since.
  • Proficio Capital Partners's Vanguard Total Stock Market ETF position peaked at $40.2M in Q2 2024.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.