Tumwater Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Tumwater Wealth Management’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	$61.4M	Buy	166,053 +1,585	+1%	+$567K	22.22%	2
2026 Q1	$52.8M	Buy	164,468 +1,597	+1%	+$536K	21.22%	2
2025 Q4	$54.6M	Buy	162,871 +531	+0.3%	+$177K	22.25%	2
2025 Q3	$53.3M	Sell	162,340 -4,289	-3%	-$1.35M	23.66%	2
2025 Q2	$50.6M	Buy	166,629 +8,093	+5%	+$2.28M	23.53%	2
2025 Q1	$43.6M	Sell	158,536 -86	-0.1%	-$25K	22.73%	2
2024 Q4	$46M	Buy	+158,622	New	+$46.3M	24.11%	2

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Tumwater Wealth Management's VTI Position: Q2 2026 in Review

Tumwater Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.96% in Q2 2026, buying an estimated $567K and bringing the position to 166,053 shares worth $61.4M. The position accounts for 22.22% of the portfolio, ranked #2.

Tumwater Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Tumwater Wealth Management held 166,053 shares of Vanguard Total Stock Market ETF worth $61.4M as of Q2 2026.
Tumwater Wealth Management bought 1,585 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $567K.
Vanguard Total Stock Market ETF made up 22.22% of Tumwater Wealth Management's portfolio in Q2 2026, its #2 holding.
Tumwater Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.