Roxbury Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

Roxbury Financial’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	$306K	Buy	826 +1	+0.1%	+$358	0.24%	82
2026 Q1	$265K	Hold	825	–	–	0.24%	77
2025 Q4	$277K	Sell	825 -14	-2%	-$4.66K	0.25%	71
2025 Q3	$275K	Buy	839 +1	+0.1%	+$316	0.25%	71
2025 Q2	$255K	Sell	838 -18	-2%	-$5.06K	0.25%	75
2025 Q1	$251K	Buy	856 +2	+0.2%	+$581	0.25%	77
2024 Q4	$256K	Buy	+854	New	+$249K	0.25%	75

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Roxbury Financial's VTI Position: Q2 2026 in Review

Roxbury Financial increased its Vanguard Total Stock Market ETF (VTI) stake by 0.12% in Q2 2026, buying an estimated $358 and bringing the position to 826 shares worth $306K. The position accounts for 0.24% of the portfolio, ranked #82.

Roxbury Financial first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Roxbury Financial held 826 shares of Vanguard Total Stock Market ETF worth $306K as of Q2 2026.
Roxbury Financial bought 1 Vanguard Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Total Stock Market ETF made up 0.24% of Roxbury Financial's portfolio in Q2 2026, its #82 holding.
Roxbury Financial first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.