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Sulzberger Capital Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sulzberger Capital 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
Q2 		$3.28M Sell
8,865
-385
-4% -$138K 3.2% 9
2026
Q1 		$2.97M Sell
9,250
-49
-0.5% -$16.4K 3.03% 12
2025
Q4 		$3.12M Sell
9,299
-981
-10% -$326K 3.15% 10
2025
Q3 		$3.37M Sell
10,280
-396
-4% -$125K 3.76% 6
2025
Q2 		$3.24M Sell
10,676
-2,200
-17% -$619K 3.8% 5
2025
Q1 		$3.54M Sell
12,876
-7,521
-37% -$2.19M 4.65% 4
2024
Q4 		$5.91M Buy
+20,397
New +$5.95M 6.68% 4

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Sulzberger Capital Advisors's VTI Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.2% in Q2 2026, selling an estimated $138K and leaving 8,865 shares worth $3.28M. The position accounts for 3.2% of the portfolio, ranked #9.

Sulzberger Capital Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.91M in Q4 2024. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Sulzberger Capital Advisors held 8,865 shares of Vanguard Total Stock Market ETF worth $3.28M as of Q2 2026.
  • Sulzberger Capital Advisors sold 385 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $138K.
  • Vanguard Total Stock Market ETF made up 3.2% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #9 holding.
  • Sulzberger Capital Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Sulzberger Capital Advisors's Vanguard Total Stock Market ETF position peaked at $5.91M in Q4 2024.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.