Robinson Smith Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Robinson Smith 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 Q1	$335K	Sell	1,043 -16	-2%	-$5.37K	0.23%	61
2025 Q4	$355K	Hold	1,059	–	–	0.24%	58
2025 Q3	$348K	Sell	1,059 -32	-3%	-$10.1K	0.25%	59
2025 Q2	$332K	Buy	+1,091	New	+$307K	0.27%	58
2025 Q1	–	Sell	-723	Closed	-$210K	–	88
2024 Q4	$210K	Sell	723 -161	-18%	-$47K	0.18%	77
2024 Q3	$250K	Sell	884 -113	-11%	-$30.8K	0.21%	74
2024 Q2	$267K	Buy	+997	New	+$258K	0.23%	73

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Robinson Smith Wealth Advisors's VTI Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.5% in Q1 2026, selling an estimated $5.37K and leaving 1,043 shares worth $335K. The position accounts for 0.23% of the portfolio, ranked #61.

Robinson Smith Wealth Advisors first reported a position in VTI in Q2 2024 and has held it in 7 quarters since. The position peaked at $355K in Q4 2025. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Robinson Smith Wealth Advisors held 1,043 shares of Vanguard Total Stock Market ETF worth $335K as of Q1 2026.
Robinson Smith Wealth Advisors sold 16 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $5.37K.
Vanguard Total Stock Market ETF made up 0.23% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #61 holding.
Robinson Smith Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2024 and has held it in 7 quarters since.
Robinson Smith Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $355K in Q4 2025.
3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.