S&CO Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History

S&CO Inc’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	$924K	Hold	2,882	–	–	0.06%	142
2025 Q4	$966K	Hold	2,882	–	–	0.06%	143
2025 Q3	$945K	Hold	2,882	–	–	0.06%	148
2025 Q2	$875K	Hold	2,882	–	–	0.06%	149
2025 Q1	$792K	Hold	2,882	–	–	0.05%	155
2024 Q4	$835K	Hold	2,882	–	–	0.06%	149
2024 Q3	$816K	Sell	2,882 -790	-22%	-$215K	0.05%	153
2024 Q2	$982K	Buy	3,672 +790	+27%	+$204K	0.07%	140
2024 Q1	$749K	Hold	2,882	–	–	0.05%	153
2023 Q4	$683K	Hold	2,882	–	–	0.05%	139
2023 Q3	$612K	Hold	2,882	–	–	0.05%	131
2023 Q2	$634K	Hold	2,882	–	–	0.05%	130
2023 Q1	$588K	Hold	2,882	–	–	0.05%	133
2022 Q4	$551K	Hold	2,882	–	–	0.05%	135
2022 Q3	$517K	Hold	2,882	–	–	0.05%	137
2022 Q2	$543K	Sell	2,882 -45	-2%	-$9.24K	0.05%	138
2022 Q1	$666K	Hold	2,927	–	–	0.05%	142
2021 Q4	$706K	Hold	2,927	–	–	0.05%	145
2021 Q3	$649K	Hold	2,927	–	–	0.05%	147
2021 Q2	$652K	Hold	2,927	–	–	0.05%	143
2021 Q1	$604K	Hold	2,927	–	–	0.05%	143
2020 Q4	$570K	Sell	2,927 -35	-1%	-$6.4K	0.05%	140
2020 Q3	$504K	Hold	2,962	–	–	0.05%	140
2020 Q2	$464K	Hold	2,962	–	–	0.05%	140
2020 Q1	$382K	Hold	2,962	–	–	0.05%	141
2019 Q4	$485K	Sell	2,962 -40	-1%	-$6.27K	0.05%	143
2019 Q3	$453K	Hold	3,002	–	–	0.05%	147
2019 Q2	$451K	Sell	3,002 -55	-2%	-$8.1K	0.05%	150
2019 Q1	$442K	Hold	3,057	–	–	0.05%	150
2018 Q4	$390K	Hold	3,057	–	–	0.05%	151
2018 Q3	$457K	Hold	3,057	–	–	0.05%	150
2018 Q2	$429K	Hold	3,057	–	–	0.05%	155
2018 Q1	$415K	Hold	3,057	–	–	0.05%	150
2017 Q4	$420K	Hold	3,057	–	–	0.05%	142
2017 Q3	$396K	Buy	3,057 +22	+0.7%	+$2.79K	0.05%	145
2017 Q2	$378K	Sell	3,035 -90	-3%	-$11.1K	0.05%	144
2017 Q1	$379K	Sell	3,125 -165	-5%	-$19.8K	0.05%	139
2016 Q4	$379K	Hold	3,290	–	–	0.05%	134
2016 Q3	$366K	Sell	3,290 -60	-2%	-$6.65K	0.05%	127
2016 Q2	$359K	Buy	3,350 +70	+2%	+$7.42K	0.06%	125
2016 Q1	$344K	Buy	3,280 +800	+32%	+$79.3K	0.06%	120
2015 Q4	$259K	Hold	2,480	–	–	0.04%	127
2015 Q3	$245K	Hold	2,480	–	–	0.04%	131
2015 Q2	$265K	Buy	+2,480	New	+$271K	0.04%	131

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

S&CO Inc's VTI Position: Q1 2026 in Review

S&CO Inc held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 2,882 shares worth $924K. The position accounts for 0.06% of the portfolio, ranked #142.

S&CO Inc first reported a position in VTI in Q2 2015 and has held it in 44 quarters since. The position peaked at $982K in Q2 2024. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

S&CO Inc held 2,882 shares of Vanguard Total Stock Market ETF worth $924K as of Q1 2026.
S&CO Inc left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Total Stock Market ETF made up 0.06% of S&CO Inc's portfolio in Q1 2026, its #142 holding.
S&CO Inc first reported a position in Vanguard Total Stock Market ETF in Q2 2015 and has held it in 44 quarters since.
S&CO Inc's Vanguard Total Stock Market ETF position peaked at $982K in Q2 2024.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.