SP
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Symmetry Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Symmetry Partners’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 		$13.9M Sell
37,690
-11
-0% -$3.93K 0.71% 25
2026
Q1 		$12.1M Sell
37,701
-4,284
-10% -$1.44M 0.69% 27
2025
Q4 		$14.1M Sell
41,985
-23,221
-36% -$7.72M 0.83% 25
2025
Q3 		$21.4M Buy
65,206
+9,590
+17% +$3.03M 2.33% 11
2025
Q2 		$16.9M Sell
55,616
-9,542
-15% -$2.68M 2.08% 14
2025
Q1 		$17.9M Sell
65,158
-10,829
-14% -$3.15M 2.49% 12
2024
Q4 		$22M Buy
75,987
+17,150
+29% +$5M 3.13% 9
2024
Q3 		$16.7M Sell
58,837
-272,009
-82% -$74.2M 3.95% 7
2024
Q2 		$88.5M Buy
330,846
+206,462
+166% +$53.4M 4.55% 4
2024
Q1 		$32.3M Sell
124,384
-213,096
-63% -$52.7M 2.53% 6
2023
Q4 		$80.1M Sell
337,480
-769
-0.2% -$170K 4.32% 4
2023
Q3 		$71.8M Buy
338,249
+8,543
+3% +$1.89M 3.89% 4
2023
Q2 		$72.6M Buy
329,706
+4,099
+1% +$855K 3.85% 3
2023
Q1 		$66.1M Buy
325,607
+17,391
+6% +$3.48M 3.65% 5
2022
Q4 		$58.9M Buy
308,216
+36,361
+13% +$7.01M 3.49% 6
2022
Q3 		$48.8M Buy
271,855
+2,868
+1% +$572K 3.29% 6
2022
Q2 		$50.7M Buy
268,987
+15,295
+6% +$3.14M 3.41% 6
2022
Q1 		$57.8M Buy
253,692
+17,840
+8% +$4.01M 3.63% 5
2021
Q4 		$56.9M Buy
235,852
+17,024
+8% +$4.02M 3.62% 5
2021
Q3 		$48.9M Buy
218,828
+19,550
+10% +$4.46M 3.22% 5
2021
Q2 		$44.4M Sell
199,278
-5,068
-2% -$1.1M 2.95% 6
2021
Q1 		$42.2M Buy
204,346
+3,733
+2% +$755K 3.03% 6
2020
Q4 		$39.1M Buy
200,613
+1,544
+0.8% +$282K 3.03% 6
2020
Q3 		$33.9M Sell
199,069
-5,641
-3% -$949K 2.89% 6
2020
Q2 		$32M Buy
204,710
+9,852
+5% +$1.45M 4% 7
2020
Q1 		$25.1M Buy
194,858
+18,261
+10% +$2.82M 5.58% 3
2019
Q4 		$26.7M Sell
176,597
-8
-0% -$1.25K 5.5% 3
2019
Q3 		$26.7M Buy
176,605
+3,011
+2% +$454K 5.51% 3
2019
Q2 		$26.1M Sell
173,594
-117,552
-40% -$17.3M 5.32% 3
2019
Q1 		$42.1M Buy
291,146
+126,031
+76% +$17.6M 7.2% 2
2018
Q4 		$21.1M Buy
165,115
+8,979
+6% +$1.24M 5.37% 3
2018
Q3 		$23.4M Buy
156,136
+2,159
+1% +$318K 9.26% 3
2018
Q2 		$21.6M Buy
153,977
+2,861
+2% +$399K 9.07% 3
2018
Q1 		$20.5M Buy
151,116
+7,704
+5% +$1.08M 8.72% 3
2017
Q4 		$19.7M Buy
143,412
+6,675
+5% +$893K 9.11% 3
2017
Q3 		$17.7M Sell
136,737
-1,659
-1% -$210K 9.02% 3
2017
Q2 		$17.2M Buy
138,396
+4,330
+3% +$534K 9.4% 3
2017
Q1 		$16.3M Sell
134,066
-3,544
-3% -$424K 9.64% 3
2016
Q4 		$15.9M Buy
+137,610
New +$15.5M 11.14% 2

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 $44.6B AUM 28.94% 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

Symmetry Partners's VTI Position: Q2 2026 in Review

Symmetry Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q2 2026, selling an estimated $3.93K and leaving 37,690 shares worth $13.9M. The position accounts for 0.71% of the portfolio, ranked #25.

Symmetry Partners first reported a position in VTI in Q4 2016 and has held it in 39 quarters since. The position peaked at $88.5M in Q2 2024. 1,976 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Symmetry Partners held 37,690 shares of Vanguard Morningstar Total Stock Market ETF worth $13.9M as of Q2 2026.
  • Symmetry Partners sold 11 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.93K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.71% of Symmetry Partners's portfolio in Q2 2026, its #25 holding.
  • Symmetry Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
  • Symmetry Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $88.5M in Q2 2024.
  • 1,976 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.