Tortoise Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.6M | Sell |
39,297
-239
| -0.6% | -$80.2K | 1.04% | 29 |
|
|
2025
Q4 | $13.3M | Buy |
39,536
+42
| +0.1% | +$14K | 1.16% | 27 |
|
|
2025
Q3 | $13M | Buy |
39,494
+701
| +2% | +$221K | 1.15% | 24 |
|
|
2025
Q2 | $11.8M | Buy |
38,793
+1,815
| +5% | +$510K | 1.12% | 24 |
|
|
2025
Q1 | $10.2M | Sell |
36,978
-490
| -1% | -$142K | 1.06% | 31 |
|
|
2024
Q4 | $10.9M | Sell |
37,468
-81
| -0.2% | -$23.6K | 1.15% | 29 |
|
|
2024
Q3 | $10.6M | Buy |
37,549
+138
| +0.4% | +$37.6K | 1.11% | 29 |
|
|
2024
Q2 | $10M | Buy |
37,411
+369
| +1% | +$95.5K | 1.14% | 26 |
|
|
2024
Q1 | $9.63M | Sell |
37,042
-722
| -2% | -$179K | 1.17% | 25 |
|
|
2023
Q4 | $8.96M | Buy |
37,764
+3,141
| +9% | +$694K | 1.22% | 24 |
|
|
2023
Q3 | $7.35M | Buy |
34,623
+169
| +0.5% | +$37.4K | 1.1% | 25 |
|
|
2023
Q2 | $7.59M | Buy |
34,454
+259
| +0.8% | +$54K | 1.13% | 22 |
|
|
2023
Q1 | $6.98M | Buy |
34,195
+169
| +0.5% | +$33.8K | 1.11% | 23 |
|
|
2022
Q4 | $6.51M | Sell |
34,026
-854
| -2% | -$165K | 1.14% | 23 |
|
|
2022
Q3 | $6.26M | Buy |
34,880
+1,345
| +4% | +$268K | 1.22% | 21 |
|
|
2022
Q2 | $6.33M | Buy |
33,535
+1,382
| +4% | +$284K | 1.24% | 21 |
|
|
2022
Q1 | $7.32M | Buy |
32,153
+461
| +1% | +$104K | 1.36% | 17 |
|
|
2021
Q4 | $7.65M | Sell |
31,692
-408
| -1% | -$96.3K | 1.43% | 17 |
|
|
2021
Q3 | $7.13M | Sell |
32,100
-42
| -0.1% | -$9.58K | 1.44% | 15 |
|
|
2021
Q2 | $7.16M | Sell |
32,142
-346
| -1% | -$75.1K | 1.48% | 14 |
|
|
2021
Q1 | $6.71M | Sell |
32,488
-138
| -0.4% | -$27.9K | 1.48% | 15 |
|
|
2020
Q4 | $6.35M | Sell |
32,626
-648
| -2% | -$118K | 1.45% | 13 |
|
|
2020
Q3 | $5.67M | Sell |
33,274
-437
| -1% | -$73.5K | 1.38% | 13 |
|
|
2020
Q2 | $5.28M | Sell |
33,711
-724
| -2% | -$107K | 1.36% | 13 |
|
|
2020
Q1 | $4.44M | Buy |
34,435
+2,198
| +7% | +$340K | 1.29% | 15 |
|
|
2019
Q4 | $5.28M | Buy |
32,237
+601
| +2% | +$94.2K | 1.24% | 21 |
|
|
2019
Q3 | $4.78M | Sell |
31,636
-2,475
| -7% | -$373K | 1.23% | 20 |
|
|
2019
Q2 | $5.12M | Sell |
34,111
-4,098
| -11% | -$604K | 1.29% | 20 |
|
|
2019
Q1 | $5.53M | Buy |
38,209
+4,468
| +13% | +$623K | 1.45% | 19 |
|
|
2018
Q4 | $4.31M | Buy |
33,741
+15,251
| +82% | +$2.11M | 1.16% | 22 |
|
|
2018
Q3 | $2.77M | Sell |
18,490
-353
| -2% | -$52K | 0.73% | 31 |
|
|
2018
Q2 | $2.65M | Buy |
18,843
+210
| +1% | +$29.3K | 0.73% | 32 |
|
|
2018
Q1 | $2.53M | Buy |
18,633
+1,020
| +6% | +$143K | 0.7% | 32 |
|
|
2017
Q4 | $2.42M | Buy |
17,613
+471
| +3% | +$63K | 0.69% | 32 |
|
|
2017
Q3 | $2.22M | Buy |
17,142
+5
| +0% | +$633 | 0.67% | 31 |
|
|
2017
Q2 | $2.13M | Buy |
17,137
+3
| +0% | +$370 | 0.69% | 31 |
|
|
2017
Q1 | $2.08M | Buy |
17,134
+8
| +0% | +$958 | 0.68% | 31 |
|
|
2016
Q4 | $1.98M | Hold |
17,126
| – | – | 0.68% | 33 |
|
|
2016
Q3 | $1.91M | Sell |
17,126
-350
| -2% | -$38.8K | 0.65% | 31 |
|
|
2016
Q2 | $1.87M | Hold |
17,476
| – | – | 0.65% | 29 |
|
|
2016
Q1 | $1.83M | Sell |
17,476
-1,590
| -8% | -$158K | 0.66% | 29 |
|
|
2015
Q4 | $1.99M | Buy |
19,066
+668
| +4% | +$70.4K | 0.71% | 27 |
|
|
2015
Q3 | $1.82M | Buy |
18,398
+12,486
| +211% | +$1.31M | 0.69% | 31 |
|
|
2015
Q2 | $633K | Sell |
5,912
-150
| -2% | -$16.4K | 0.24% | 66 |
|
|
2015
Q1 | $650K | Buy |
6,062
+3,751
| +162% | +$401K | 0.25% | 57 |
|
|
2014
Q4 | $245K | Buy |
2,311
+435
| +23% | +$45K | 0.1% | 93 |
|
|
2014
Q3 | $190K | Buy |
1,876
+2
| +0.1% | +$204 | 0.08% | 103 |
|
|
2014
Q2 | $191K | Sell |
1,874
-386
| -17% | -$38K | 0.08% | 102 |
|
|
2014
Q1 | $220K | Buy |
2,260
+901
| +66% | +$86.3K | 0.1% | 91 |
|
|
2013
Q4 | $130K | Buy |
1,359
+1
| +0.1% | +$92 | 0.07% | 111 |
|
|
2013
Q3 | $119K | Buy |
1,358
+1
| +0.1% | +$87 | 0.07% | 104 |
|
|
2013
Q2 | $112K | Buy |
+1,357
| New | +$113K | 0.07% | 99 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
Tortoise Investment Management's VTI Position: Q1 2026 in Review
Tortoise Investment Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.6% in Q1 2026, selling an estimated $80.2K and leaving 39,297 shares worth $12.6M. The position accounts for 1.04% of the portfolio, ranked #29.
Tortoise Investment Management first reported a position in VTI in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.3M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.
- Tortoise Investment Management held 39,297 shares of Vanguard Total Stock Market ETF worth $12.6M as of Q1 2026.
- Tortoise Investment Management sold 239 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $80.2K.
- Vanguard Total Stock Market ETF made up 1.04% of Tortoise Investment Management's portfolio in Q1 2026, its #29 holding.
- Tortoise Investment Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
- Tortoise Investment Management's Vanguard Total Stock Market ETF position peaked at $13.3M in Q4 2025.
- 3,556 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.
Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.