SFC
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Swisher Financial Concepts’s Vanguard Total Stock Market ETF VTI Stock Holding History

Swisher Financial Concepts’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 		$15.4M Buy
47,953
+1,501
+3% +$504K 8.61% 1
2025
Q4 		$15.6M Buy
46,452
+1,364
+3% +$454K 8.84% 1
2025
Q3 		$14.8M Buy
45,088
+5,722
+15% +$1.81M 8.87% 1
2025
Q2 		$12M Buy
39,366
+5,285
+16% +$1.49M 7.72% 1
2025
Q1 		$9.37M Buy
+34,081
New +$9.9M 7.74% 3
2024
Q4 		– Sell
-4,460
Closed -$1.23M – 85
2024
Q3 		$1.23M Buy
4,460
+3,034
+213% +$828K 0.78% 21
2024
Q2 		$384K Buy
1,426
+508
+55% +$131K 0.39% 47
2024
Q1 		$234K Buy
+918
New +$227K 0.2% 75

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

Swisher Financial Concepts's VTI Position: Q1 2026 in Review

Swisher Financial Concepts increased its Vanguard Total Stock Market ETF (VTI) stake by 3.2% in Q1 2026, buying an estimated $504K and bringing the position to 47,953 shares worth $15.4M. The position accounts for 8.61% of the portfolio, ranked #1.

Swisher Financial Concepts first reported a position in VTI in Q1 2024 and has held it in 8 quarters since. The position peaked at $15.6M in Q4 2025. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Swisher Financial Concepts held 47,953 shares of Vanguard Total Stock Market ETF worth $15.4M as of Q1 2026.
  • Swisher Financial Concepts bought 1,501 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $504K.
  • Vanguard Total Stock Market ETF made up 8.61% of Swisher Financial Concepts's portfolio in Q1 2026, its #1 holding.
  • Swisher Financial Concepts first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 8 quarters since.
  • Swisher Financial Concepts's Vanguard Total Stock Market ETF position peaked at $15.6M in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.