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Segment Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Segment Wealth 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
2013
Q3 		– Sell
-10,000
Closed -$22K – 158
2013
Q2 		$22K Buy
+10,000
New +$830K 0.01% 149

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

Segment Wealth Management's VTI Position: Q2 2026 in Review

Segment Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $2.23M and bringing the position to 326,748 shares worth $121M. The position accounts for 6.27% of the portfolio, ranked #1.

Segment Wealth Management first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 999 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Segment Wealth Management held 326,748 shares of Vanguard Total Stock Market ETF worth $121M as of Q2 2026.
  • Segment Wealth Management bought 6,241 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $2.23M.
  • Vanguard Total Stock Market ETF made up 6.27% of Segment Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Segment Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 999 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.