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

Shira Ridge 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	$1.78M	Buy	4,817 +88	+2%	+$31.5K	0.62%	25
2026 Q1	$1.52M	Sell	4,729 -645	-12%	-$216K	0.6%	26
2025 Q4	$1.8M	Buy	5,374 +328	+7%	+$109K	0.72%	26
2025 Q3	$1.66M	Buy	5,046 +433	+9%	+$137K	0.7%	28
2025 Q2	$1.4M	Buy	4,613 +1,088	+31%	+$306K	0.64%	28
2025 Q1	$969K	Buy	3,525 +18	+0.5%	+$5.23K	0.48%	33
2024 Q4	$1.02M	Sell	3,507 -168	-5%	-$49K	0.5%	31
2024 Q3	$1.04M	Buy	3,675 +3	+0.1%	+$818	0.53%	30
2024 Q2	$982K	Sell	3,672 -238	-6%	-$61.6K	0.55%	29
2024 Q1	$1.02M	Hold	3,910	–	–	0.58%	29
2023 Q4	$928K	Sell	3,910 -33	-0.8%	-$7.29K	0.56%	31
2023 Q3	$837K	Buy	3,943 +21	+0.5%	+$4.65K	0.55%	31
2023 Q2	$864K	Buy	3,922 +34	+0.9%	+$7.09K	0.54%	31
2023 Q1	$793K	Sell	3,888 -311	-7%	-$62.3K	0.52%	32
2022 Q4	$803K	Buy	+4,199	New	+$809K	0.55%	30

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Shira Ridge Wealth Management's VTI Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, buying an estimated $31.5K and bringing the position to 4,817 shares worth $1.78M. The position accounts for 0.62% of the portfolio, ranked #25.

Shira Ridge Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q4 2025. 1,651 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Shira Ridge Wealth Management held 4,817 shares of Vanguard Total Stock Market ETF worth $1.78M as of Q2 2026.
Shira Ridge Wealth Management bought 88 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $31.5K.
Vanguard Total Stock Market ETF made up 0.62% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #25 holding.
Shira Ridge Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Shira Ridge Wealth Management's Vanguard Total Stock Market ETF position peaked at $1.8M in Q4 2025.
1,651 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.