SIC
VTI icon

Salem Investment Counselors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Salem Investment Counselors’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 		$2.25M Sell
6,088
-28
-0.5% -$10K 0.06% 165
2026
Q1 		$1.96M Sell
6,116
-68
-1% -$22.8K 0.06% 162
2025
Q4 		$2.07M Sell
6,184
-217
-3% -$72.2K 0.06% 154
2025
Q3 		$2.1M Sell
6,401
-119
-2% -$37.6K 0.06% 152
2025
Q2 		$1.99M Buy
6,520
+406
+7% +$114K 0.06% 155
2025
Q1 		$1.68M Sell
6,114
-82
-1% -$23.8K 0.06% 155
2024
Q4 		$1.8M Sell
6,196
-83
-1% -$24.2K 0.06% 160
2024
Q3 		$1.78M Sell
6,279
-147
-2% -$40.1K 0.05% 161
2024
Q2 		$1.72M Buy
6,426
+556
+9% +$144K 0.06% 158
2024
Q1 		$1.53M Sell
5,870
-569
-9% -$141K 0.05% 166
2023
Q4 		$1.53M Sell
6,439
-125
-2% -$27.6K 0.05% 152
2023
Q3 		$1.39M Buy
6,564
+21
+0.3% +$4.65K 0.05% 148
2023
Q2 		$1.44M Buy
6,543
+488
+8% +$102K 0.05% 151
2023
Q1 		$1.24M Buy
6,055
+148
+3% +$29.6K 0.05% 159
2022
Q4 		$1.13M Buy
5,907
+328
+6% +$63.2K 0.05% 167
2022
Q3 		$1M Sell
5,579
-15
-0.3% -$2.99K 0.05% 174
2022
Q2 		$1.05M Sell
5,594
-38
-0.7% -$7.81K 0.05% 176
2022
Q1 		$1.28M Buy
5,632
+211
+4% +$47.5K 0.05% 171
2021
Q4 		$1.31M Buy
5,421
+181
+3% +$42.7K 0.05% 163
2021
Q3 		$1.16M Sell
5,240
-65
-1% -$14.8K 0.06% 170
2021
Q2 		$1.18M Sell
5,305
-88
-2% -$19.1K 0.07% 163
2021
Q1 		$1.11M Hold
5,393
– – 0.07% 157
2020
Q4 		$1.05M Buy
5,393
+98
+2% +$17.9K 0.07% 152
2020
Q3 		$902K Buy
5,295
+17
+0.3% +$2.86K 0.07% 149
2020
Q2 		$826K Buy
5,278
+746
+16% +$110K 0.07% 151
2020
Q1 		$584K Buy
4,532
+132
+3% +$20.4K 0.06% 156
2019
Q4 		$720K Hold
4,400
– – 0.06% 156
2019
Q3 		$664K Hold
4,400
– – 0.06% 157
2019
Q2 		$660K Buy
+4,400
New +$648K 0.06% 164
2017
Q2 		– Sell
-3,895
Closed -$489K – 777
2017
Q1 		$489K Buy
3,895
+528
+16% +$63.2K 0.05% 187
2016
Q4 		$388K Hold
3,367
– – 0.04% 195
2016
Q3 		$3.75K Hold
3,367
– – 0.05% 177
2016
Q2 		$361K Hold
3,367
– – 0.04% 206
2016
Q1 		$353K Sell
3,367
-26
-0.8% -$2.58K 0.04% 201
2015
Q4 		$354K Buy
3,393
+40
+1% +$4.21K 0.04% 201
2015
Q3 		$328K Hold
3,353
– – 0.04% 206
2015
Q2 		$359K Hold
3,353
– – 0.04% 217
2015
Q1 		$360K Hold
3,353
– – 0.04% 219
2014
Q4 		$355K Buy
3,353
+50
+2% +$5.17K 0.04% 214
2014
Q3 		$334K Hold
3,303
– – 0.04% 225
2014
Q2 		$336K Hold
3,303
– – 0.04% 231
2014
Q1 		$322K Sell
3,303
-100
-3% -$9.57K 0.04% 236
2013
Q4 		$326K Hold
3,403
– – 0.04% 223
2013
Q3 		$298K Sell
3,403
-113
-3% -$9.82K 0.04% 230
2013
Q2 		$291K Buy
+3,516
New +$292K 0.04% 224

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Salem Investment Counselors's VTI Position: Q2 2026 in Review

Salem Investment Counselors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.46% in Q2 2026, selling an estimated $10K and leaving 6,088 shares worth $2.25M. The position accounts for 0.06% of the portfolio, ranked #165.

Salem Investment Counselors first reported a position in VTI in Q2 2013 and has held it in 45 quarters since. 2,061 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Salem Investment Counselors held 6,088 shares of Vanguard Morningstar Total Stock Market ETF worth $2.25M as of Q2 2026.
  • Salem Investment Counselors sold 28 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Salem Investment Counselors's portfolio in Q2 2026, its #165 holding.
  • Salem Investment Counselors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 45 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.