QFA
VTI icon

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

Quantum 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 		$8.84M Sell
23,881
-1,625
-6% -$581K 0.87% 26
2026
Q1 		$8.18M Buy
25,506
+1,797
+8% +$603K 0.92% 27
2025
Q4 		$7.95M Sell
23,709
-644
-3% -$214K 0.89% 24
2025
Q3 		$7.99M Sell
24,353
-14
-0.1% -$4.42K 0.97% 20
2025
Q2 		$7.41M Buy
24,367
+11,383
+88% +$3.2M 1% 21
2025
Q1 		$3.57M Buy
12,984
+296
+2% +$86K 0.53% 33
2024
Q4 		$3.68M Buy
12,688
+2,257
+22% +$659K 0.56% 31
2024
Q3 		$2.95M Sell
10,431
-260
-2% -$70.9K 0.46% 37
2024
Q2 		$2.86M Sell
10,691
-5
-0% -$1.29K 0.5% 40
2024
Q1 		$2.78M Sell
10,696
-18
-0.2% -$4.45K 0.51% 38
2023
Q4 		$2.54M Sell
10,714
-197
-2% -$43.6K 0.62% 22
2023
Q3 		$2.32M Buy
10,911
+93
+0.9% +$20.6K 0.68% 20
2023
Q2 		$2.38M Buy
10,818
+1,082
+11% +$226K 0.7% 20
2023
Q1 		$1.99M Sell
9,736
-364
-4% -$72.9K 0.63% 22
2022
Q4 		$1.93M Buy
10,100
+106
+1% +$20.4K 0.87% 18
2022
Q3 		$1.79M Sell
9,994
-126
-1% -$25.1K 0.8% 16
2022
Q2 		$2.14M Buy
+10,120
New +$2.08M 0.8% 14

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
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
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Quantum Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 6.4% in Q2 2026, selling an estimated $581K and leaving 23,881 shares worth $8.84M. The position accounts for 0.87% of the portfolio, ranked #26.

Quantum Financial Advisors first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Quantum Financial Advisors held 23,881 shares of Vanguard Total Stock Market ETF worth $8.84M as of Q2 2026.
  • Quantum Financial Advisors sold 1,625 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $581K.
  • Vanguard Total Stock Market ETF made up 0.87% of Quantum Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Quantum Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.