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Secured Retirement Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Secured Retirement Advisors’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 		$2.12M Sell
5,732
-237
-4% -$84.7K 1.09% 22
2026
Q1 		$1.91M Sell
5,969
-333
-5% -$112K 1.08% 27
2025
Q4 		$2.11M Sell
6,302
-322
-5% -$107K 1.18% 22
2025
Q3 		$2.17M Sell
6,624
-496
-7% -$157K 1.21% 21
2025
Q2 		$2.16M Sell
7,120
-173
-2% -$48.7K 1.29% 19
2025
Q1 		$2M Sell
7,293
-1,212
-14% -$352K 1.29% 16
2024
Q4 		$2.46M Sell
8,505
-538
-6% -$157K 1.41% 13
2024
Q3 		$2.56M Buy
9,043
+505
+6% +$138K 1.84% 10
2024
Q2 		$2.28M Buy
8,538
+152
+2% +$39.3K 1.78% 13
2024
Q1 		$2.18M Sell
8,386
-135
-2% -$33.4K 1.85% 12
2023
Q4 		$2.02M Buy
+8,521
New +$1.88M 1.94% 10

Other funds holding VTI

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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Secured Retirement Advisors's VTI Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 4% in Q2 2026, selling an estimated $84.7K and leaving 5,732 shares worth $2.12M. The position accounts for 1.09% of the portfolio, ranked #22.

Secured Retirement Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.56M in Q3 2024. 998 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Secured Retirement Advisors held 5,732 shares of Vanguard Total Stock Market ETF worth $2.12M as of Q2 2026.
  • Secured Retirement Advisors sold 237 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $84.7K.
  • Vanguard Total Stock Market ETF made up 1.09% of Secured Retirement Advisors's portfolio in Q2 2026, its #22 holding.
  • Secured Retirement Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Secured Retirement Advisors's Vanguard Total Stock Market ETF position peaked at $2.56M in Q3 2024.
  • 998 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.