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Regent Peak Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Regent Peak Wealth 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 		$91.1M Buy
246,181
+1,776
+0.7% +$635K 16.87% 1
2026
Q1 		$78.4M Sell
244,405
-11,222
-4% -$3.77M 15.99% 1
2025
Q4 		$85.7M Sell
255,627
-32
-0% -$10.6K 16.9% 1
2025
Q3 		$83.9M Buy
+255,659
New +$80.8M 16.81% 1
2025
Q1 		$69.1M Buy
251,292
+1,880
+0.8% +$546K 16.3% 1
2024
Q4 		$72.3M Buy
249,412
+58,592
+31% +$17.1M 16.22% 1
2024
Q3 		$54M Buy
190,820
+8,339
+5% +$2.27M 12.4% 1
2024
Q2 		$48.8M Buy
182,481
+13,738
+8% +$3.56M 11.18% 1
2024
Q1 		$43.9M Buy
168,743
+252
+0.1% +$62.3K 11.14% 1
2023
Q4 		$40M Sell
168,491
-2,534
-1% -$560K 10.84% 1
2023
Q3 		$36.3M Buy
171,025
+3,264
+2% +$722K 11.1% 1
2023
Q2 		$37M Sell
167,761
-5,623
-3% -$1.17M 10.76% 1
2023
Q1 		$35.4M Sell
173,384
-2,035
-1% -$407K 10.95% 1
2022
Q4 		$33.5M Buy
175,419
+8,030
+5% +$1.55M 10.99% 1
2022
Q3 		$30M Buy
167,389
+3,407
+2% +$679K 10.57% 1
2022
Q2 		$30.9M Sell
163,982
-2,663
-2% -$547K 10.11% 1
2022
Q1 		$37.9M Buy
166,645
+1,000
+0.6% +$225K 10.88% 1
2021
Q4 		$40M Buy
165,645
+3,600
+2% +$850K 10.87% 1
2021
Q3 		$36M Buy
162,045
+1,260
+0.8% +$287K 10.31% 1
2021
Q2 		$36.4M Buy
160,785
+15,096
+10% +$3.28M 10.19% 1
2021
Q1 		$30.1M Sell
145,689
-635
-0.4% -$128K 9.9% 1
2020
Q4 		$28.5M Sell
146,324
-1,297
-0.9% -$237K 9.49% 1
2020
Q3 		$25.1M Sell
147,621
-302
-0.2% -$50.8K 10.7% 1
2020
Q2 		$23.2M Buy
147,923
+6,308
+4% +$930K 10.5% 1
2020
Q1 		$18.3M Buy
141,615
+17,239
+14% +$2.67M 10.16% 1
2019
Q4 		$20.4M Buy
+124,376
New +$19.5M 9.28% 1

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

Regent Peak Wealth Advisors's VTI Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 0.73% in Q2 2026, buying an estimated $635K and bringing the position to 246,181 shares worth $91.1M. The position accounts for 16.87% of the portfolio, ranked #1.

Regent Peak Wealth Advisors first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Regent Peak Wealth Advisors held 246,181 shares of Vanguard Total Stock Market ETF worth $91.1M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 1,776 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $635K.
  • Vanguard Total Stock Market ETF made up 16.87% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.