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

Selective 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
2026
Q2 		$7.64M Sell
20,809
-3,684
-15% -$1.32M 2% 8
2026
Q1 		$8.58M Buy
24,493
+3,737
+18% +$1.25M 2.54% 6
2025
Q4 		$7.1M Buy
20,756
+2,111
+11% +$702K 2.22% 8
2025
Q3 		$6.15M Buy
18,645
+2,655
+17% +$839K 1.98% 9
2025
Q2 		$4.92M Buy
15,990
+2,019
+14% +$568K 1.8% 12
2025
Q1 		$3.66M Buy
13,971
+2,623
+23% +$762K 1.59% 14
2024
Q4 		$3.27M Buy
11,348
+1,776
+19% +$518K 1.33% 14
2024
Q3 		$2.7M Sell
9,572
-188
-2% -$51.3K 1.12% 16
2024
Q2 		$2.66M Sell
9,760
-58
-0.6% -$15K 1.17% 17
2024
Q1 		$2.5M Buy
9,818
+482
+5% +$119K 1.09% 19
2023
Q4 		$2.17M Buy
9,336
+4,734
+103% +$1.05M 1.09% 20
2023
Q3 		$969K Buy
4,602
+22
+0.5% +$4.87K 0.53% 30
2023
Q2 		$1M Buy
+4,580
New +$955K 0.5% 31
2022
Q4 		– Sell
-274
Closed -$49K – 713
2022
Q3 		$49K Sell
274
-6
-2% -$1.2K 0.02% 304
2022
Q2 		$53K Hold
280
– – 0.02% 314
2022
Q1 		$64K Buy
280
+5
+2% +$1.12K 0.02% 266
2021
Q4 		$66K Buy
275
+105
+62% +$24.8K 0.03% 240
2021
Q3 		$38K Buy
+170
New +$38.8K 0.02% 282
2021
Q2 		– Sell
-142
Closed -$29K – 554
2021
Q1 		$29K Hold
142
– – 0.03% 168
2020
Q4 		$28K Hold
142
– – 0.02% 150
2020
Q3 		$24K Sell
142
-103
-42% -$17.3K 0.02% 142
2020
Q2 		$38K Hold
245
– – 0.03% 126
2020
Q1 		$32K Hold
245
– – 0.05% 79
2019
Q4 		$40K Buy
245
+1
+0.4% +$157 0.05% 84
2019
Q3 		$37K Buy
+244
New +$36.8K 0.05% 88

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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 $43.3B AUM 29.3% 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
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

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

Selective Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 15% in Q2 2026, selling an estimated $1.32M and leaving 20,809 shares worth $7.64M. The position accounts for 2% of the portfolio, ranked #8.

Selective Wealth Management first reported a position in VTI in Q3 2019 and has held it in 25 quarters since. The position peaked at $8.58M in Q1 2026. 1,713 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Selective Wealth Management held 20,809 shares of Vanguard Total Stock Market ETF worth $7.64M as of Q2 2026.
  • Selective Wealth Management sold 3,684 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.32M.
  • Vanguard Total Stock Market ETF made up 2% of Selective Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Selective Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2019 and has held it in 25 quarters since.
  • Selective Wealth Management's Vanguard Total Stock Market ETF position peaked at $8.58M in Q1 2026.
  • 1,713 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.