Verity Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Verity Asset 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 Q1	$317K	Sell	987 -3,799	-79%	-$1.27M	0.13%	176
2025 Q4	$1.6M	Sell	4,786 -464	-9%	-$154K	0.69%	41
2025 Q3	$1.72M	Buy	5,250 +3,039	+137%	+$960K	0.56%	45
2025 Q2	$672K	Sell	2,211 -3,721	-63%	-$1.05M	0.32%	80
2025 Q1	$1.63M	Buy	5,932 +2,429	+69%	+$706K	0.66%	43
2024 Q4	$884K	Sell	3,503 -8,161	-70%	-$2.38M	0.5%	51
2024 Q3	$3.31M	Sell	11,664 -818	-7%	-$223K	1.24%	19
2024 Q2	$3.34M	Buy	12,482 +6,179	+98%	+$1.6M	1.31%	15
2024 Q1	$1.64M	Sell	6,303 -235	-4%	-$58.1K	0.91%	23
2023 Q4	$1.55M	Sell	6,538 -928	-12%	-$205K	0.99%	21
2023 Q3	$1.59M	Sell	7,466 -722	-9%	-$160K	1.17%	18
2023 Q2	$1.8M	Sell	8,188 -10,800	-57%	-$2.25M	1.34%	15
2023 Q1	$3.88M	Buy	18,988 +9,094	+92%	+$1.82M	2.31%	7
2022 Q4	$1.89M	Sell	9,894 -2,059	-17%	-$397K	1.62%	11
2022 Q3	$2.15M	Buy	+11,953	New	+$2.38M	2.21%	4
2022 Q1	$3.78M	Buy	16,604 +3,411	+26%	+$767K	2.4%	2
2021 Q4	$3.19M	Sell	13,193 -153	-1%	-$36.1K	1.88%	4
2021 Q3	$2.96M	Sell	13,346 -1,411	-10%	-$322K	1.92%	5
2021 Q2	$3.29M	Buy	14,757 +266	+2%	+$57.7K	1.8%	5
2021 Q1	$3M	Buy	14,491 +493	+4%	+$99.8K	1.79%	4
2020 Q4	$2.73M	Buy	13,998 +397	+3%	+$72.6K	1.9%	7
2020 Q3	$2.32M	Buy	13,601 +662	+5%	+$111K	1.76%	7
2020 Q2	$1.96M	Buy	12,939 +730	+6%	+$108K	1.81%	8
2020 Q1	$1.57M	Sell	12,209 -88,814	-88%	-$13.7M	1.98%	9
2019 Q4	$16.5M	Buy	101,023 +42,454	+72%	+$6.65M	16.45%	1
2019 Q3	$8.84M	Buy	58,569 +372	+0.6%	+$56.1K	9.26%	1
2019 Q2	$8.73M	Sell	58,197 -8,282	-12%	-$1.22M	9.8%	1
2019 Q1	$9.62M	Buy	66,479 +60,506	+1,013%	+$8.44M	11.13%	1
2018 Q4	$762K	Buy	5,973 +257	+4%	+$35.5K	1.02%	29
2018 Q3	$855K	Sell	5,716 -603	-10%	-$88.7K	0.84%	29
2018 Q2	$887K	Buy	6,319 +3,021	+92%	+$421K	0.8%	31
2018 Q1	$448K	Buy	3,298 +1,218	+59%	+$171K	0.41%	46
2017 Q4	$290K	Buy	2,080 +462	+29%	+$61.8K	0.22%	87
2017 Q3	$210K	Buy	+1,618	New	+$205K	0.16%	108
2016 Q3	$355K	Sell	3,191 -8,678	-73%	-$962K	0.33%	61
2016 Q2	$1.27M	Buy	+11,869	New	+$1.26M	1.26%	24

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Verity Asset Management's VTI Position: Q1 2026 in Review

Verity Asset Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 79% in Q1 2026, selling an estimated $1.27M and leaving 987 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #176.

Verity Asset Management first reported a position in VTI in Q2 2016 and has held it in 36 quarters since. The position peaked at $16.5M in Q4 2019. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Verity Asset Management held 987 shares of Vanguard Total Stock Market ETF worth $317K as of Q1 2026.
Verity Asset Management sold 3,799 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.27M.
Vanguard Total Stock Market ETF made up 0.13% of Verity Asset Management's portfolio in Q1 2026, its #176 holding.
Verity Asset Management first reported a position in Vanguard Total Stock Market ETF in Q2 2016 and has held it in 36 quarters since.
Verity Asset Management's Vanguard Total Stock Market ETF position peaked at $16.5M in Q4 2019.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.