Resonant Capital Advisors’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
$8.22M Sell
25,615
-63
-0.2% -$21.1K 0.43% 47
2025
Q4
$8.61M Sell
25,678
-1,746
-6% -$581K 0.47% 42
2025
Q3
$9.02M Buy
27,424
+10,581
+63% +$3.34M 0.53% 43
2025
Q2
$5.13M Sell
16,843
-363
-2% -$102K 0.33% 60
2025
Q1
$4.73M Sell
17,206
-488
-3% -$142K 0.33% 60
2024
Q4
$5.13M Buy
17,694
+10
+0.1% +$2.92K 0.37% 54
2024
Q3
$5.02M Buy
17,684
+392
+2% +$107K 0.37% 53
2024
Q2
$4.64M Buy
17,292
+768
+5% +$199K 0.38% 59
2024
Q1
$4.29M Buy
16,524
+20
+0.1% +$4.95K 0.37% 56
2023
Q4
$3.92M Hold
16,504
0.38% 57
2023
Q3
$3.51M Hold
16,504
0.37% 59
2023
Q2
$3.64M Hold
16,504
0.4% 59
2023
Q1
$3.37M Sell
16,504
-243
-1% -$48.6K 0.38% 62
2022
Q4
$3.2M Hold
16,747
0.4% 65
2022
Q3
$3.01M Buy
16,747
+913
+6% +$182K 0.46% 61
2022
Q2
$2.99M Hold
15,834
0.47% 61
2022
Q1
$3.62M Buy
15,834
+3,413
+27% +$768K 0.54% 44
2021
Q4
$3M Buy
12,421
+464
+4% +$110K 0.45% 53
2021
Q3
$2.65M Hold
11,957
0.46% 48
2021
Q2
$2.66M Hold
11,957
0.52% 40
2021
Q1
$2.47M Sell
11,957
-4,201
-26% -$850K 0.51% 39
2020
Q4
$3.15M Sell
16,158
-538
-3% -$98.3K 0.74% 23
2020
Q3
$2.84M Sell
16,696
-100
-0.6% -$16.8K 0.81% 23
2020
Q2
$2.63M Sell
16,796
-254
-1% -$37.5K 0.76% 25
2020
Q1
$2.2M Sell
17,050
-247
-1% -$38.2K 0.8% 30
2019
Q4
$2.83M Buy
+17,297
New +$2.71M 0.89% 23

Other funds holding VTI

Resonant Capital Advisors's VTI Position: Q1 2026 in Review

Resonant Capital Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.25% in Q1 2026, selling an estimated $21.1K and leaving 25,615 shares worth $8.22M. The position accounts for 0.43% of the portfolio, ranked #47.

Resonant Capital Advisors first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.02M in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Resonant Capital Advisors held 25,615 shares of Vanguard Total Stock Market ETF worth $8.22M as of Q1 2026.
  • Resonant Capital Advisors sold 63 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $21.1K.
  • Vanguard Total Stock Market ETF made up 0.43% of Resonant Capital Advisors's portfolio in Q1 2026, its #47 holding.
  • Resonant Capital Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Resonant Capital Advisors's Vanguard Total Stock Market ETF position peaked at $9.02M in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.