TWA
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Talisman Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Talisman Wealth 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
Q1 		$5.07M Buy
15,807
+2,820
+22% +$946K 4.08% 5
2025
Q4 		$4.36M Buy
12,987
+4,806
+59% +$1.6M 3.39% 5
2025
Q3 		$2.68M Buy
8,181
+2
+0% +$632 2.22% 8
2025
Q2 		$2.49M Hold
8,179
– – 2.27% 8
2025
Q1 		$2.25M Buy
8,179
+31
+0.4% +$9.01K 2.31% 8
2024
Q4 		$2.36M Buy
8,148
+21
+0.3% +$6.13K 2.51% 9
2024
Q3 		$2.29M Buy
8,127
+29
+0.4% +$7.91K 2.41% 10
2024
Q2 		$2.17M Hold
8,098
– – 2.5% 10
2024
Q1 		$2.1M Buy
8,098
+32
+0.4% +$7.92K 2.65% 9
2023
Q4 		$1.91M Buy
8,066
+43
+0.5% +$9.51K 2.84% 8
2023
Q3 		$1.7M Buy
8,023
+37
+0.5% +$8.19K 2.95% 8
2023
Q2 		$1.76M Buy
7,986
+26
+0.3% +$5.42K 3% 7
2023
Q1 		$1.63M Buy
7,960
+30
+0.4% +$6K 2.94% 6
2022
Q4 		$1.52M Buy
+7,930
New +$1.53M 3.22% 5

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

Talisman Wealth Advisors's VTI Position: Q1 2026 in Review

Talisman Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 22% in Q1 2026, buying an estimated $946K and bringing the position to 15,807 shares worth $5.07M. The position accounts for 4.08% of the portfolio, ranked #5.

Talisman Wealth Advisors first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Talisman Wealth Advisors held 15,807 shares of Vanguard Total Stock Market ETF worth $5.07M as of Q1 2026.
  • Talisman Wealth Advisors bought 2,820 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $946K.
  • Vanguard Total Stock Market ETF made up 4.08% of Talisman Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Talisman Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.