SWA
VTI icon

Strata Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Strata Wealth 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 		$526K Sell
1,641
-100
-6% -$33.6K 0.14% 50
2025
Q4 		$584K Sell
1,741
-404
-19% -$134K 0.16% 46
2025
Q3 		$704K Sell
2,145
-277
-11% -$87.5K 0.19% 45
2025
Q2 		$736K Sell
2,422
-1,414
-37% -$398K 0.2% 43
2025
Q1 		$1.05M Buy
3,836
+378
+11% +$110K 0.33% 35
2024
Q4 		$1M Buy
3,458
+111
+3% +$32.4K 0.31% 37
2024
Q3 		$948K Buy
3,347
+1,702
+103% +$464K 0.3% 36
2024
Q2 		$440K Sell
1,645
-585
-26% -$151K 0.15% 49
2024
Q1 		$579K Buy
2,230
+152
+7% +$37.6K 0.2% 44
2023
Q4 		$493K Buy
2,078
+471
+29% +$104K 0.19% 46
2023
Q3 		$341K Buy
+1,607
New +$356K 0.16% 41

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

Strata Wealth Advisors's VTI Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 5.7% in Q1 2026, selling an estimated $33.6K and leaving 1,641 shares worth $526K. The position accounts for 0.14% of the portfolio, ranked #50.

Strata Wealth Advisors first reported a position in VTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q1 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Strata Wealth Advisors held 1,641 shares of Vanguard Total Stock Market ETF worth $526K as of Q1 2026.
  • Strata Wealth Advisors sold 100 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $33.6K.
  • Vanguard Total Stock Market ETF made up 0.14% of Strata Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • Strata Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
  • Strata Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $1.05M in Q1 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.