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

Summit Financial 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
Q2 		$21.9M Buy
59,055
+2,939
+5% +$1.05M 2.79% 8
2026
Q1 		$18M Buy
56,116
+826
+1% +$277K 2.55% 9
2025
Q4 		$18.5M Buy
55,290
+5,916
+12% +$1.97M 2.65% 10
2025
Q3 		$16.3M Buy
49,374
+1,304
+3% +$412K 2.52% 11
2025
Q2 		$14.6M Buy
48,070
+8,155
+20% +$2.29M 2.62% 10
2025
Q1 		$11M Buy
39,915
+1,902
+5% +$553K 2.18% 13
2024
Q4 		$11.3M Buy
38,013
+4,270
+13% +$1.25M 2.2% 15
2024
Q3 		$9.55M Buy
33,743
+656
+2% +$179K 1.79% 16
2024
Q2 		$8.85M Sell
33,087
-92
-0.3% -$23.8K 1.79% 18
2024
Q1 		$8.62M Buy
33,179
+1,389
+4% +$344K 1.75% 19
2023
Q4 		$7.54M Sell
31,790
-1,975
-6% -$437K 1.71% 22
2023
Q3 		$7.3M Sell
33,765
-1,108
-3% -$245K 1.79% 19
2023
Q2 		$7.68M Buy
34,873
+3,063
+10% +$639K 1.78% 21
2023
Q1 		$6.49M Sell
31,810
-3,204
-9% -$641K 1.54% 22
2022
Q4 		$6.69M Buy
35,014
+506
+1% +$97.5K 1.62% 19
2022
Q3 		$6.59M Sell
34,508
-4,900
-12% -$977K 1.89% 19
2022
Q2 		$7.81M Sell
39,408
-782
-2% -$161K 1.87% 18
2022
Q1 		$9.15M Buy
40,190
+8,445
+27% +$1.9M 1.85% 17
2021
Q4 		$7.7M Sell
31,745
-6,671
-17% -$1.57M 1.49% 21
2021
Q3 		$8.53M Buy
38,416
+196
+0.5% +$44.7K 1.93% 14
2021
Q2 		$8.52M Sell
38,220
-2,001
-5% -$434K 1.92% 18
2021
Q1 		$7.83M Buy
40,221
+121
+0.3% +$24.5K 1.99% 14
2020
Q4 		$6.83M Sell
40,100
-680
-2% -$124K 1.86% 17
2020
Q3 		$6.88M Buy
40,780
+308
+0.8% +$51.8K 1.84% 16
2020
Q2 		$6.49M Sell
40,472
-1,299
-3% -$192K 1.73% 15
2020
Q1 		$5.51M Sell
41,771
-433
-1% -$67K 1.74% 14
2019
Q4 		$6.95M Sell
42,204
-10,165
-19% -$1.59M 1.69% 12
2019
Q3 		$7.89M Sell
52,369
-3,312
-6% -$499K 1.94% 10
2019
Q2 		$8.36M Sell
55,681
-2,060
-4% -$303K 2.05% 10
2019
Q1 		$8.47M Buy
57,741
+18,241
+46% +$2.55M 2.24% 9
2018
Q4 		$5.04M Sell
39,500
-2,709
-6% -$374K 1.64% 14
2018
Q3 		$5.94M Buy
42,209
+1,440
+4% +$212K 1.78% 12
2018
Q2 		$5.53M Hold
40,769
– – 1.85% 11
2018
Q1 		$5.53M Buy
40,769
+29,204
+253% +$4.09M 1.82% 11
2017
Q4 		$1.59M Sell
11,565
-530
-4% -$70.9K 0.55% 51
2017
Q3 		$1.57M Sell
12,095
-3,000
-20% -$380K 0.57% 49
2017
Q2 		$1.88M Sell
15,095
-14,500
-49% -$1.79M 0.74% 43
2017
Q1 		$3.59M Sell
29,595
-170
-0.6% -$20.4K 1.57% 16
2016
Q4 		$3.43M Buy
29,765
+200
+0.7% +$22.5K 1.51% 19
2016
Q3 		$3.29M Sell
29,565
-32,357
-52% -$3.59M 1.43% 22
2016
Q2 		$6.64M Sell
61,922
-28,191
-31% -$2.99M 2.77% 5
2016
Q1 		$9.45M Buy
90,113
+3,924
+5% +$389K 4.13% 3
2015
Q4 		$8.99M Buy
86,189
+14,694
+21% +$1.55M 4.12% 4
2015
Q3 		$7.06M Buy
71,495
+22,460
+46% +$2.36M 4.56% 3
2015
Q2 		$5.25M Buy
49,035
+1,625
+3% +$177K 3.25% 5
2015
Q1 		$5.16M Sell
47,410
-5,530
-10% -$591K 3.49% 5
2014
Q4 		$5.61M Buy
+52,940
New +$5.48M 3.9% 5

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

Summit Financial Wealth Advisors's VTI Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 5.2% in Q2 2026, buying an estimated $1.05M and bringing the position to 59,055 shares worth $21.9M. The position accounts for 2.79% of the portfolio, ranked #8.

Summit Financial Wealth Advisors first reported a position in VTI in Q4 2014 and has held it in 47 quarters since. 797 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Summit Financial Wealth Advisors held 59,055 shares of Vanguard Total Stock Market ETF worth $21.9M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 2,939 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.05M.
  • Vanguard Total Stock Market ETF made up 2.79% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Summit Financial Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and has held it in 47 quarters since.
  • 797 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.