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Smithbridge Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Smithbridge Asset 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
Q1 		$1.18M Sell
3,668
-1,826
-33% -$613K 0.17% 104
2025
Q4 		$1.84M Buy
5,494
+2,496
+83% +$830K 0.16% 84
2025
Q3 		$984K Buy
2,998
+237
+9% +$74.9K 0.14% 90
2025
Q2 		$839K Sell
2,761
-9
-0.3% -$2.53K 0.15% 84
2025
Q1 		$761K Buy
+2,770
New +$805K 0.14% 95
2024
Q3 		$1.3M Sell
4,603
-162
-3% -$44.2K 0.22% 77
2024
Q2 		$1.27M Sell
4,765
-61
-1% -$15.8K 0.26% 75
2024
Q1 		$1.25M Buy
4,826
+40
+0.8% +$9.9K 0.26% 77
2023
Q4 		$1.14M Sell
4,786
-329
-6% -$72.7K 0.26% 77
2023
Q3 		$1.09M Buy
5,115
+7
+0.1% +$1.55K 0.27% 79
2023
Q2 		$1.13M Hold
5,108
– – 0.26% 79
2023
Q1 		$1.04M Buy
5,108
+60
+1% +$12K 0.26% 80
2022
Q4 		$965K Buy
5,048
+35
+0.7% +$6.75K 0.26% 85
2022
Q3 		$900K Sell
5,013
-367
-7% -$73.1K 0.37% 66
2022
Q2 		$1.01M Sell
5,380
-1,228
-19% -$252K 0.39% 66
2022
Q1 		$1.5M Buy
6,608
+5
+0.1% +$1.12K 0.5% 60
2021
Q4 		$1.59M Sell
6,603
-107
-2% -$25.3K 0.49% 57
2021
Q3 		$1.49M Sell
6,710
-57
-0.8% -$13K 0.49% 62
2021
Q2 		$1.51M Buy
6,767
+4,385
+184% +$952K 0.49% 60
2021
Q1 		$492K Hold
2,382
– – 0.21% 67
2020
Q4 		$464K Hold
2,382
– – 0.21% 67
2020
Q3 		$406K Sell
2,382
-133
-5% -$22.4K 0.21% 64
2020
Q2 		$394K Sell
2,515
-19
-0.7% -$2.8K 0.22% 66
2020
Q1 		$327K Buy
2,534
+160
+7% +$24.7K 0.22% 67
2019
Q4 		$388K Hold
2,374
– – 0.2% 68
2019
Q3 		$358K Hold
2,374
– – 0.2% 68
2019
Q2 		$356K Hold
2,374
– – 0.21% 68
2019
Q1 		$344K Sell
2,374
-50
-2% -$6.98K 0.21% 67
2018
Q4 		$309K Buy
2,424
+917
+61% +$127K 0.22% 64
2018
Q3 		$226K Buy
+1,507
New +$222K 0.14% 72
2018
Q1 		– Sell
-1,580
Closed -$217K – 83
2017
Q4 		$217K Buy
+1,580
New +$211K 0.14% 75

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smithbridge Asset Management's VTI Position: Q1 2026 in Review

Smithbridge Asset Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 33% in Q1 2026, selling an estimated $613K and leaving 3,668 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #104.

Smithbridge Asset Management first reported a position in VTI in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.84M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Smithbridge Asset Management held 3,668 shares of Vanguard Total Stock Market ETF worth $1.18M as of Q1 2026.
  • Smithbridge Asset Management sold 1,826 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $613K.
  • Vanguard Total Stock Market ETF made up 0.17% of Smithbridge Asset Management's portfolio in Q1 2026, its #104 holding.
  • Smithbridge Asset Management first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 31 quarters since.
  • Smithbridge Asset Management's Vanguard Total Stock Market ETF position peaked at $1.84M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.