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Tandem Investment Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Tandem Investment 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 		$4.01M Sell
10,838
-1,313
-11% -$469K 3.09% 9
2026
Q1 		$3.9M Sell
12,151
-1,166
-9% -$391K 3.3% 8
2025
Q4 		$4.46M Sell
13,317
-1,205
-8% -$401K 3.77% 7
2025
Q3 		$4.77M Sell
14,522
-611
-4% -$193K 3.92% 7
2025
Q2 		$4.6M Sell
15,133
-80
-0.5% -$22.5K 4.01% 8
2025
Q1 		$4.18M Sell
15,213
-194
-1% -$56.4K 4.13% 7
2024
Q4 		$4.47M Buy
+15,407
New +$4.5M 4.27% 9

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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 $43.3B AUM 29.3% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Tandem Investment Partners's VTI Position: Q2 2026 in Review

Tandem Investment Partners reduced its Vanguard Total Stock Market ETF (VTI) stake by 11% in Q2 2026, selling an estimated $469K and leaving 10,838 shares worth $4.01M. The position accounts for 3.09% of the portfolio, ranked #9.

Tandem Investment Partners first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.77M in Q3 2025. 1,743 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Tandem Investment Partners held 10,838 shares of Vanguard Total Stock Market ETF worth $4.01M as of Q2 2026.
  • Tandem Investment Partners sold 1,313 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $469K.
  • Vanguard Total Stock Market ETF made up 3.09% of Tandem Investment Partners's portfolio in Q2 2026, its #9 holding.
  • Tandem Investment Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Tandem Investment Partners's Vanguard Total Stock Market ETF position peaked at $4.77M in Q3 2025.
  • 1,743 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.