SIS
VTI icon

Strategic Investment Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History

Strategic Investment Solutions’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 		$142K Buy
384
+26
+7% +$9.3K 0.03% 174
2026
Q1 		$115K Sell
358
-21
-6% -$7.05K 0.03% 183
2025
Q4 		$127K Buy
379
+28
+8% +$9.31K 0.03% 163
2025
Q3 		$115K Hold
351
– – 0.03% 164
2025
Q2 		$107K Sell
351
-17
-5% -$4.78K 0.03% 157
2025
Q1 		$101K Sell
368
-390
-51% -$113K 0.03% 139
2024
Q4 		$186K Buy
758
+436
+135% +$127K 0.06% 101
2024
Q3 		$91.4K Hold
322
– – 0.03% 154
2024
Q2 		$88K Buy
+322
New +$83.3K 0.03% 148
2023
Q4 		$301K Sell
1,267
-51,035
-98% -$11.3M 0.05% 152
2023
Q3 		$11.6M Buy
52,302
+51,087
+4,205% +$11.3M 0.14% 86
2023
Q2 		$254K Sell
1,215
-564
-32% -$118K 0.05% 120
2023
Q1 		$363K Sell
1,779
-60
-3% -$12K 0.07% 128
2022
Q4 		$386K Buy
+1,839
New +$354K 0.19% 60

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return