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Satovsky Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Satovsky Asset Management’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 		$28.6M Buy
89,121
+5,863
+7% +$1.97M 5.05% 6
2025
Q4 		$27.9M Buy
83,258
+2,116
+3% +$704K 5.41% 6
2025
Q3 		$26.6M Buy
81,142
+4,873
+6% +$1.54M 5.31% 6
2025
Q2 		$23.2M Buy
76,269
+4,335
+6% +$1.22M 4.94% 6
2025
Q1 		$19.8M Buy
71,934
+3,148
+5% +$915K 4.42% 7
2024
Q4 		$19.9M Sell
68,786
-578
-0.8% -$169K 4.56% 7
2024
Q3 		$19.6M Buy
69,364
+1,382
+2% +$377K 4.43% 7
2024
Q2 		$18.2M Buy
67,982
+2,057
+3% +$532K 4.37% 7
2024
Q1 		$17.1M Buy
65,925
+3,395
+5% +$840K 5.01% 6
2023
Q4 		$14.8M Buy
62,530
+1,519
+2% +$336K 4.62% 6
2023
Q3 		$13M Buy
61,011
+5,093
+9% +$1.13M 4.39% 6
2023
Q2 		$12.3M Buy
55,918
+10,651
+24% +$2.22M 4.16% 6
2023
Q1 		$9.24M Buy
45,267
+13,425
+42% +$2.69M 3.44% 7
2022
Q4 		$6.09M Sell
31,842
-3,151
-9% -$607K 2.52% 9
2022
Q3 		$6.28M Buy
34,993
+5,418
+18% +$1.08M 3.61% 7
2022
Q2 		$5.68M Buy
29,575
+16,380
+124% +$3.37M 3.32% 6
2022
Q1 		$3M Buy
13,195
+9,858
+295% +$2.22M 2.01% 4
2021
Q4 		$821K Buy
+3,337
New +$788K 0.55% 13

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

Satovsky Asset Management's VTI Position: Q1 2026 in Review

Satovsky Asset Management increased its Vanguard Total Stock Market ETF (VTI) stake by 7% in Q1 2026, buying an estimated $1.97M and bringing the position to 89,121 shares worth $28.6M. The position accounts for 5.05% of the portfolio, ranked #6.

Satovsky Asset Management first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Satovsky Asset Management held 89,121 shares of Vanguard Total Stock Market ETF worth $28.6M as of Q1 2026.
  • Satovsky Asset Management bought 5,863 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.97M.
  • Vanguard Total Stock Market ETF made up 5.05% of Satovsky Asset Management's portfolio in Q1 2026, its #6 holding.
  • Satovsky Asset Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.