RCYC
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Richard C. Young & Co’s Vanguard Total Stock Market ETF VTI Stock Holding History

Richard C. Young & Co’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 		$2.29M Sell
6,198
-195
-3% -$69.7K 0.17% 63
2026
Q1 		$2.05M Buy
6,393
+986
+18% +$331K 0.17% 65
2025
Q4 		$1.81M Buy
5,407
+3,662
+210% +$1.22M 0.16% 65
2025
Q3 		$573K Sell
1,745
-562
-24% -$178K 0.05% 72
2025
Q2 		$701K Hold
2,307
– – 0.07% 71
2025
Q1 		$634K Buy
2,307
+491
+27% +$143K 0.07% 72
2024
Q4 		$526K Sell
1,816
-241
-12% -$70.3K 0.06% 74
2024
Q3 		$583K Buy
2,057
+253
+14% +$69K 0.06% 68
2024
Q2 		$483K Hold
1,804
– – 0.06% 68
2024
Q1 		$469K Buy
1,804
+6
+0.3% +$1.48K 0.06% 65
2023
Q4 		$426K Buy
1,798
+8
+0.4% +$1.77K 0.06% 69
2023
Q3 		$380K Buy
1,790
+7
+0.4% +$1.55K 0.05% 67
2023
Q2 		$393K Buy
1,783
+6
+0.3% +$1.25K 0.05% 66
2023
Q1 		$363K Buy
1,777
+7
+0.4% +$1.4K 0.05% 68
2022
Q4 		$338K Buy
1,770
+9
+0.5% +$1.73K 0.05% 74
2022
Q3 		$316K Buy
+1,761
New +$351K 0.05% 71

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Richard C. Young & Co's VTI Position: Q2 2026 in Review

Richard C. Young & Co reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.1% in Q2 2026, selling an estimated $69.7K and leaving 6,198 shares worth $2.29M. The position accounts for 0.17% of the portfolio, ranked #63.

Richard C. Young & Co first reported a position in VTI in Q3 2022 and has held it in 16 quarters since. 1,699 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Richard C. Young & Co held 6,198 shares of Vanguard Total Stock Market ETF worth $2.29M as of Q2 2026.
  • Richard C. Young & Co sold 195 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $69.7K.
  • Vanguard Total Stock Market ETF made up 0.17% of Richard C. Young & Co's portfolio in Q2 2026, its #63 holding.
  • Richard C. Young & Co first reported a position in Vanguard Total Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,699 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.