SHF
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Safe Harbor Fiduciary’s Vanguard Total Stock Market ETF VTI Stock Holding History

Safe Harbor Fiduciary’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 		$504K Sell
1,570
-135
-8% -$45.3K 0.48% 40
2025
Q4 		$572K Buy
+1,705
New +$567K 0.51% 39
2025
Q2 		$535K Sell
1,760
-67
-4% -$18.8K 0.5% 42
2025
Q1 		$502K Sell
1,827
-25,925
-93% -$7.53M 0.52% 39
2024
Q4 		$8.04M Sell
27,752
-7,609
-22% -$2.22M 8.2% 2
2024
Q3 		$10M Buy
+35,361
New +$9.64M 9.38% 2

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safe Harbor Fiduciary's VTI Position: Q1 2026 in Review

Safe Harbor Fiduciary reduced its Vanguard Total Stock Market ETF (VTI) stake by 7.9% in Q1 2026, selling an estimated $45.3K and leaving 1,570 shares worth $504K. The position accounts for 0.48% of the portfolio, ranked #40.

Safe Harbor Fiduciary first reported a position in VTI in Q3 2024 and has held it in 6 quarters since. The position peaked at $10M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Safe Harbor Fiduciary held 1,570 shares of Vanguard Total Stock Market ETF worth $504K as of Q1 2026.
  • Safe Harbor Fiduciary sold 135 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $45.3K.
  • Vanguard Total Stock Market ETF made up 0.48% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #40 holding.
  • Safe Harbor Fiduciary first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 6 quarters since.
  • Safe Harbor Fiduciary's Vanguard Total Stock Market ETF position peaked at $10M in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.