Sweeney & Michel’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sweeney & Michel’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	$1.22M	Buy	3,598 +10	+0.3%	+$3.35K	0.36%	49
2025 Q4	$1.23M	Sell	3,588 -80	-2%	-$26.6K	0.36%	49
2025 Q3	$1.18M	Sell	3,668 -161	-4%	-$50.9K	0.4%	45
2025 Q2	$1.18M	Sell	3,829 -410	-10%	-$115K	0.42%	42
2025 Q1	$1.03M	Buy	+4,239	New	+$1.23M	0.45%	40
2024 Q3	$1.24M	Buy	4,282 +12	+0.3%	+$3.27K	0.49%	38
2024 Q2	$1.16M	Buy	4,270 +54	+1%	+$14K	0.5%	36
2024 Q1	$1.09M	Buy	+4,216	New	+$1.04M	0.48%	35
2023 Q3	$885K	Buy	4,097 +14	+0.3%	+$3.1K	0.46%	40
2023 Q2	$913K	Buy	4,083 +129	+3%	+$26.9K	0.47%	38
2023 Q1	$843K	Buy	+3,954	New	+$792K	0.45%	40

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sweeney & Michel's VTI Position: Q1 2026 in Review

Sweeney & Michel increased its Vanguard Total Stock Market ETF (VTI) stake by 0.28% in Q1 2026, buying an estimated $3.35K and bringing the position to 3,598 shares worth $1.22M. The position accounts for 0.36% of the portfolio, ranked #49.

Sweeney & Michel first reported a position in VTI in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q3 2024. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Sweeney & Michel held 3,598 shares of Vanguard Total Stock Market ETF worth $1.22M as of Q1 2026.
Sweeney & Michel bought 10 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $3.35K.
Vanguard Total Stock Market ETF made up 0.36% of Sweeney & Michel's portfolio in Q1 2026, its #49 holding.
Sweeney & Michel first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Vanguard Total Stock Market ETF position peaked at $1.24M in Q3 2024.
3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.