SSWM
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Smith Salley Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Smith Salley 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 		$6.96M Sell
18,805
-32
-0.2% -$11.4K 0.3% 69
2026
Q1 		$6.04M Buy
18,837
+4,858
+35% +$1.63M 0.3% 66
2025
Q4 		$4.69M Buy
13,979
+2
+0% +$665 0.23% 75
2025
Q3 		$4.59M Hold
13,977
– – 0.24% 68
2025
Q2 		$4.25M Sell
13,977
-233
-2% -$65.5K 0.25% 69
2025
Q1 		$3.91M Buy
14,210
+20
+0.1% +$5.81K 0.26% 68
2024
Q4 		$4.11M Sell
14,190
-152
-1% -$44.3K 0.26% 63
2024
Q3 		$4.06M Buy
14,342
+201
+1% +$54.8K 0.27% 69
2024
Q2 		$3.78M Hold
14,141
– – 0.27% 65
2024
Q1 		$3.68M Sell
14,141
-166
-1% -$41.1K 0.29% 66
2023
Q4 		$3.39M Buy
14,307
+508
+4% +$112K 0.22% 79
2023
Q3 		$2.93M Buy
13,799
+3,838
+39% +$850K 0.22% 78
2023
Q2 		$2.19M Sell
9,961
-583
-6% -$122K 0.16% 95
2023
Q1 		$2.15M Buy
10,544
+792
+8% +$159K 0.17% 96
2022
Q4 		$1.86M Sell
9,752
-510
-5% -$98.3K 0.16% 103
2022
Q3 		$1.84M Sell
10,262
-4
-0% -$797 0.17% 99
2022
Q2 		$1.94M Hold
10,266
– – 0.17% 103
2022
Q1 		$2.34M Sell
10,266
-65
-0.6% -$14.6K 0.18% 98
2021
Q4 		$2.49M Buy
+10,331
New +$2.44M 0.18% 101

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
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
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
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Smith Salley Wealth Management's VTI Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.17% in Q2 2026, selling an estimated $11.4K and leaving 18,805 shares worth $6.96M. The position accounts for 0.3% of the portfolio, ranked #69.

Smith Salley Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Smith Salley Wealth Management held 18,805 shares of Vanguard Total Stock Market ETF worth $6.96M as of Q2 2026.
  • Smith Salley Wealth Management sold 32 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Total Stock Market ETF made up 0.3% of Smith Salley Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Smith Salley Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.