Sincerus Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sincerus Advisory’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	$616K	Buy	1,664 +3	+0.2%	+$1.07K	0.42%	46
2026 Q1	$533K	Sell	1,661 -11	-0.7%	-$3.69K	0.4%	46
2025 Q4	$561K	Buy	1,672 +1	+0.1%	+$333	0.45%	42
2025 Q3	$549K	Sell	1,671 -1	-0.1%	-$316	0.47%	42
2025 Q2	$525K	Buy	1,672 +37	+2%	+$10.4K	0.49%	42
2025 Q1	$449K	Sell	1,635 -1	-0.1%	-$291	0.47%	41
2024 Q4	$474K	Buy	+1,636	New	+$477K	0.51%	42

Other funds holding VTI

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

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

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

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Sincerus Advisory's VTI Position: Q2 2026 in Review

Sincerus Advisory increased its Vanguard Total Stock Market ETF (VTI) stake by 0.18% in Q2 2026, buying an estimated $1.07K and bringing the position to 1,664 shares worth $616K. The position accounts for 0.42% of the portfolio, ranked #46.

Sincerus Advisory first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,126 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sincerus Advisory held 1,664 shares of Vanguard Total Stock Market ETF worth $616K as of Q2 2026.
Sincerus Advisory bought 3 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
Vanguard Total Stock Market ETF made up 0.42% of Sincerus Advisory's portfolio in Q2 2026, its #46 holding.
Sincerus Advisory first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,126 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.