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Spectrum Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Spectrum Investment Advisors’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 		$366K Buy
+1,141
New +$383K 0.18% 32
2025
Q2 		– Sell
-821
Closed -$226K – 25
2025
Q1 		$226K Buy
821
+13
+2% +$3.78K 0.15% 24
2024
Q4 		$234K Buy
808
+24
+3% +$7K 0.16% 25
2024
Q3 		$222K Sell
784
-619
-44% -$169K 0.15% 24
2024
Q2 		$375K Buy
+1,403
New +$363K 0.27% 21

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 $12.8B AUM 19.73% 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

Spectrum Investment Advisors's VTI Position: Q1 2026 in Review

Spectrum Investment Advisors opened a new position in Vanguard Total Stock Market ETF (VTI) in Q1 2026: 1,141 shares worth $366K. The stake represents 0.18% of the portfolio and ranks #32 among its holdings. This is a return to the name: Spectrum Investment Advisors previously reported a position in VTI as recently as Q1 2025.

Spectrum Investment Advisors first reported a position in VTI in Q2 2024 and has held it in 5 quarters since. The position peaked at $375K in Q2 2024. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Spectrum Investment Advisors held 1,141 shares of Vanguard Total Stock Market ETF worth $366K as of Q1 2026.
  • Vanguard Total Stock Market ETF was a new Spectrum Investment Advisors position in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.18% of Spectrum Investment Advisors's portfolio in Q1 2026, its #32 holding.
  • Spectrum Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2024 and has held it in 5 quarters since.
  • Spectrum Investment Advisors's Vanguard Total Stock Market ETF position peaked at $375K in Q2 2024.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.