Successful Portfolios’s Vanguard Total Stock Market ETF VTI Stock Holding History

Successful Portfolios’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	$7.58M	Buy	20,371 +768	+4%	+$275K	3.54%	4
2026 Q1	$6.23M	Buy	19,603 +1,242	+7%	+$417K	3.44%	5
2025 Q4	$6.29M	Sell	18,361 -69	-0.4%	-$23K	3.2%	4
2025 Q3	$6.05M	Buy	18,430 +693	+4%	+$219K	3.53%	5
2025 Q2	$5.39M	Buy	17,737 +636	+4%	+$179K	3.31%	5
2025 Q1	$4.7M	Buy	17,101 +39	+0.2%	+$11.3K	3.2%	6
2024 Q4	$4.94M	Buy	17,062 +1,948	+13%	+$568K	3.31%	7
2024 Q3	$4.28M	Buy	15,114 +771	+5%	+$210K	2.9%	8
2024 Q2	$3.84M	Buy	14,343 +804	+6%	+$208K	2.68%	8
2024 Q1	$3.52M	Buy	13,539 +1,619	+14%	+$401K	2.4%	8
2023 Q4	$2.83M	Buy	11,920 +1,916	+19%	+$424K	2.11%	9
2023 Q3	$2.13M	Buy	10,004 +2,432	+32%	+$538K	1.88%	11
2023 Q2	$1.67M	Sell	7,572 -5,529	-42%	-$1.15M	1.44%	14
2023 Q1	$2.67M	Buy	13,101 +1,160	+10%	+$232K	1.68%	10
2022 Q4	$2.28M	Buy	11,941 +474	+4%	+$91.3K	1.49%	12
2022 Q3	$2.06M	Buy	11,467 +539	+5%	+$107K	1.49%	12
2022 Q2	$2.06M	Sell	10,928 -66	-0.6%	-$13.6K	1.39%	12
2022 Q1	$2.5M	Sell	10,994 -1	-0%	-$225	1.43%	14
2021 Q4	$2.65M	Buy	10,995 +750	+7%	+$177K	1.44%	14
2021 Q3	$2.27M	Sell	10,245 -10	-0.1%	-$2.28K	1.36%	15
2021 Q2	$2.29M	Sell	10,255 -631	-6%	-$137K	1.38%	14
2021 Q1	$2.25M	Buy	10,886 +42	+0.4%	+$8.5K	1.48%	12
2020 Q4	$2.11M	Sell	10,844 -165	-1%	-$30.2K	1.51%	11
2020 Q3	$1.88M	Sell	11,009 -48	-0.4%	-$8.07K	1.5%	11
2020 Q2	$1.73M	Sell	11,057 -98	-0.9%	-$14.5K	1.52%	11
2020 Q1	$1.44M	Sell	11,155 -84	-0.7%	-$13K	1.45%	15
2019 Q4	$1.84M	Sell	11,239 -95	-0.8%	-$14.9K	1.64%	8
2019 Q3	$1.71M	Buy	11,334 +1,770	+19%	+$267K	1.61%	10
2019 Q2	$1.44M	Sell	9,564 -2,020	-17%	-$297K	1.54%	13
2019 Q1	$1.68M	Sell	11,584 -225	-2%	-$31.4K	1.83%	6
2018 Q4	$1.51M	Buy	11,809 +97	+0.8%	+$13.4K	1.93%	7
2018 Q3	$1.75M	Sell	11,712 -125	-1%	-$18.4K	1.91%	6
2018 Q2	$1.66M	Sell	11,837 -20	-0.2%	-$2.79K	1.94%	6
2018 Q1	$1.61M	Buy	11,857 +338	+3%	+$47.4K	1.95%	5
2017 Q4	$1.58M	Buy	+11,519	New	+$1.54M	1.96%	6

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Successful Portfolios's VTI Position: Q2 2026 in Review

Successful Portfolios increased its Vanguard Total Stock Market ETF (VTI) stake by 3.9% in Q2 2026, buying an estimated $275K and bringing the position to 20,371 shares worth $7.58M. The position accounts for 3.54% of the portfolio, ranked #4.

Successful Portfolios first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. 708 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Successful Portfolios held 20,371 shares of Vanguard Total Stock Market ETF worth $7.58M as of Q2 2026.
Successful Portfolios bought 768 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $275K.
Vanguard Total Stock Market ETF made up 3.54% of Successful Portfolios's portfolio in Q2 2026, its #4 holding.
Successful Portfolios first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
708 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.