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Roger Wittlin Investment Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History

Roger Wittlin Investment Advisory’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 		$26.2M Sell
70,742
-7,606
-10% -$2.72M 20.57% 1
2026
Q1 		$25.1M Sell
78,348
-11,651
-13% -$3.91M 20.56% 1
2025
Q4 		$30.2M Sell
89,999
-21,384
-19% -$7.11M 21.1% 1
2025
Q3 		$36.6M Sell
111,383
-5,480
-5% -$1.73M 20.32% 1
2025
Q2 		$35.5M Sell
116,863
-686
-0.6% -$193K 19.8% 1
2025
Q1 		$32.3M Sell
117,549
-4,452
-4% -$1.29M 18.91% 1
2024
Q4 		$35.4M Buy
122,001
+8,004
+7% +$2.34M 19.8% 1
2024
Q3 		$32.3M Buy
113,997
+8,591
+8% +$2.34M 18.57% 1
2024
Q2 		$28.2M Buy
105,406
+1,187
+1% +$307K 18.1% 1
2024
Q1 		$27.1M Buy
104,219
+1,864
+2% +$461K 18.99% 1
2023
Q4 		$24.3M Buy
102,355
+3,651
+4% +$807K 17.94% 1
2023
Q3 		$21M Buy
98,704
+5,054
+5% +$1.12M 17.8% 1
2023
Q2 		$20.6M Buy
93,650
+34,105
+57% +$7.11M 16.73% 1
2023
Q1 		$12.2M Buy
59,545
+26,237
+79% +$5.25M 10.86% 1
2022
Q4 		$6.37M Buy
+33,308
New +$6.42M 6.36% 6
2022
Q3 		– Sell
-43,155
Closed -$8.14M – 32
2022
Q2 		$8.14M Sell
43,155
-74,847
-63% -$15.4M 8.03% 3
2022
Q1 		$26.9M Sell
118,002
-7,837
-6% -$1.76M 24.74% 1
2021
Q4 		$30.4M Buy
+125,839
New +$29.7M 23.87% 1

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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Roger Wittlin Investment Advisory's VTI Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its Vanguard Total Stock Market ETF (VTI) stake by 9.7% in Q2 2026, selling an estimated $2.72M and leaving 70,742 shares worth $26.2M. The position accounts for 20.57% of the portfolio, ranked #1.

Roger Wittlin Investment Advisory first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $36.6M in Q3 2025. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Roger Wittlin Investment Advisory held 70,742 shares of Vanguard Total Stock Market ETF worth $26.2M as of Q2 2026.
  • Roger Wittlin Investment Advisory sold 7,606 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $2.72M.
  • Vanguard Total Stock Market ETF made up 20.57% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #1 holding.
  • Roger Wittlin Investment Advisory first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Roger Wittlin Investment Advisory's Vanguard Total Stock Market ETF position peaked at $36.6M in Q3 2025.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.