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

Summit Place Financial 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 		$811K Buy
2,192
+1,427
+187% +$510K 0.36% 69
2026
Q1 		$245K Buy
765
+9
+1% +$3.02K 0.12% 97
2025
Q4 		$253K Sell
756
-5
-0.7% -$1.66K 0.12% 92
2025
Q3 		$250K Buy
761
+1
+0.1% +$316 0.12% 92
2025
Q2 		$231K Buy
760
+30
+4% +$8.44K 0.12% 83
2025
Q1 		$201K Hold
730
– – 0.11% 92
2024
Q4 		$212K Buy
730
+5
+0.7% +$1.46K 0.12% 87
2024
Q3 		$205K Buy
+725
New +$198K 0.11% 91
2024
Q2 		– Sell
-1,030
Closed -$268K – 92
2024
Q1 		$268K Sell
1,030
-149
-13% -$36.9K 0.16% 83
2023
Q4 		$280K Sell
1,179
-325
-22% -$71.8K 0.18% 78
2023
Q3 		$320K Buy
1,504
+67
+5% +$14.8K 0.23% 77
2023
Q2 		$317K Sell
1,437
-184
-11% -$38.4K 0.21% 80
2023
Q1 		$331K Buy
+1,621
New +$324K 0.23% 80

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Summit Place Financial Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 187% in Q2 2026, buying an estimated $510K and bringing the position to 2,192 shares worth $811K. The position accounts for 0.36% of the portfolio, ranked #69.

Summit Place Financial Advisors first reported a position in VTI in Q1 2023 and has held it in 13 quarters since. 1,799 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Summit Place Financial Advisors held 2,192 shares of Vanguard Total Stock Market ETF worth $811K as of Q2 2026.
  • Summit Place Financial Advisors bought 1,427 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $510K.
  • Vanguard Total Stock Market ETF made up 0.36% of Summit Place Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Summit Place Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.