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

Summit Wealth Group’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
Q1 		$2.01M Sell
6,263
-30
-0.5% -$10.1K 0.46% 38
2025
Q4 		$2.11M Sell
6,293
-7
-0.1% -$2.33K 0.49% 36
2025
Q3 		$2.07M Sell
6,300
-174
-3% -$55K 0.5% 36
2025
Q2 		$1.97M Sell
6,474
-113
-2% -$31.8K 0.51% 35
2025
Q1 		$1.81M Sell
6,587
-283
-4% -$82.2K 0.53% 33
2024
Q4 		$1.99M Sell
6,870
-694
-9% -$202K 0.58% 32
2024
Q3 		$2.14M Sell
7,564
-7
-0.1% -$1.91K 0.62% 34
2024
Q2 		$2.02M Buy
+7,571
New +$1.96M 0.61% 31
2023
Q3 		– Sell
-8,566
Closed -$1.89M – 77
2023
Q2 		$1.89M Sell
8,566
-1,741,195
-100% -$363M 0.76% 22
2023
Q1 		$9K Buy
+1,749,761
New +$350M 0.21% 43
2021
Q1 		– Sell
-3,415
Closed -$665K – 218
2020
Q4 		$665K Buy
3,415
+3
+0.1% +$548 0.42% 26
2020
Q3 		$581K Buy
3,412
+1,326
+64% +$223K 0.5% 18
2020
Q2 		$327K Buy
2,086
+46
+2% +$6.78K 0.3% 25
2020
Q1 		$263K Buy
+2,040
New +$315K 0.27% 25

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth Group's VTI Position: Q1 2026 in Review

Summit Wealth Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.48% in Q1 2026, selling an estimated $10.1K and leaving 6,263 shares worth $2.01M. The position accounts for 0.46% of the portfolio, ranked #38.

Summit Wealth Group first reported a position in VTI in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.14M in Q3 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Summit Wealth Group held 6,263 shares of Vanguard Total Stock Market ETF worth $2.01M as of Q1 2026.
  • Summit Wealth Group sold 30 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $10.1K.
  • Vanguard Total Stock Market ETF made up 0.46% of Summit Wealth Group's portfolio in Q1 2026, its #38 holding.
  • Summit Wealth Group first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and has held it in 14 quarters since.
  • Summit Wealth Group's Vanguard Total Stock Market ETF position peaked at $2.14M in Q3 2024.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.