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Wealthcare Advisory Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wealthcare Advisory 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 		$147M Sell
398,442
-12,895
-3% -$4.61M 2.8% 3
2026
Q1 		$132M Buy
411,337
+55,773
+16% +$18.7M 2.57% 3
2025
Q4 		$119M Sell
355,564
-11,018
-3% -$3.67M 2.34% 3
2025
Q3 		$120M Sell
366,582
-9,804
-3% -$3.1M 2.51% 3
2025
Q2 		$114M Buy
376,386
+5,684
+2% +$1.6M 2.61% 3
2025
Q1 		$102M Buy
370,702
+22,617
+6% +$6.57M 2.73% 3
2024
Q4 		$101M Sell
348,085
-9,343
-3% -$2.73M 2.8% 4
2024
Q3 		$101M Sell
357,428
-66,774
-16% -$18.2M 2.88% 4
2024
Q2 		$113M Buy
424,202
+427
+0.1% +$111K 3.55% 3
2024
Q1 		$110M Buy
423,775
+10,238
+2% +$2.53M 3.61% 3
2023
Q4 		$98.1M Buy
413,537
+1,402
+0.3% +$310K 3.9% 3
2023
Q3 		$87.5M Sell
412,135
-15,338
-4% -$3.4M 4.02% 3
2023
Q2 		$94.2M Buy
427,473
+20,573
+5% +$4.29M 4.21% 3
2023
Q1 		$83M Sell
406,900
-8,339
-2% -$1.67M 3.57% 3
2022
Q4 		$79.4M Buy
415,239
+28,461
+7% +$5.48M 3.79% 3
2022
Q3 		$69.4M Buy
386,778
+54,848
+17% +$10.9M 3.96% 3
2022
Q2 		$62.6M Buy
331,930
+23,419
+8% +$4.81M 3.79% 3
2022
Q1 		$70.2M Buy
308,511
+48,342
+19% +$10.9M 4.27% 4
2021
Q4 		$62.8M Sell
260,169
-1,572
-0.6% -$371K 3.76% 4
2021
Q3 		$58.1M Buy
261,741
+24,175
+10% +$5.51M 3.8% 3
2021
Q2 		$52.9M Buy
237,566
+6,397
+3% +$1.39M 3.54% 4
2021
Q1 		$47.8M Buy
231,169
+21,752
+10% +$4.4M 3.46% 6
2020
Q4 		$40.8M Buy
209,417
+37,994
+22% +$6.94M 3.62% 6
2020
Q3 		$29.2M Sell
171,423
-3,534
-2% -$594K 3.2% 7
2020
Q2 		$27.4M Sell
174,957
-2,384
-1% -$352K 3.41% 7
2020
Q1 		$22.9M Sell
177,341
-99,010
-36% -$15.3M 3.35% 6
2019
Q4 		$45.2M Buy
276,351
+36,822
+15% +$5.77M 5.75% 2
2019
Q3 		$36.2M Buy
239,529
+26,456
+12% +$3.99M 5.25% 2
2019
Q2 		$32M Buy
213,073
+15,187
+8% +$2.24M 5.07% 3
2019
Q1 		$28.6M Buy
197,886
+7,237
+4% +$1.01M 4.88% 4
2018
Q4 		$24.3M Buy
190,649
+17,418
+10% +$2.4M 4.72% 4
2018
Q3 		$25.9M Sell
173,231
-1,331
-0.8% -$196K 4.76% 3
2018
Q2 		$24.5M Buy
174,562
+8,939
+5% +$1.25M 4.81% 3
2018
Q1 		$22.5M Buy
165,623
+10,667
+7% +$1.5M 5.08% 3
2017
Q4 		$21.3M Buy
154,956
+5,423
+4% +$726K 5.47% 3
2017
Q3 		$19.4M Buy
149,533
+22,923
+18% +$2.9M 5.75% 3
2017
Q2 		$15.8M Buy
126,610
+1,681
+1% +$207K 7.66% 3
2017
Q1 		$15.2M Buy
124,929
+26
+0% +$3.11K 8.27% 3
2016
Q4 		$14.4M Buy
124,903
+1,400
+1% +$157K 8.52% 3
2016
Q3 		$13.8M Buy
123,503
+5,351
+5% +$593K 8.93% 3
2016
Q2 		$12.7M Buy
+118,152
New +$12.5M 8.91% 3

Other funds holding VTI

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
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthcare Advisory Partners's VTI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.1% in Q2 2026, selling an estimated $4.61M and leaving 398,442 shares worth $147M. The position accounts for 2.8% of the portfolio, ranked #3.

Wealthcare Advisory Partners first reported a position in VTI in Q2 2016 and has held it in 41 quarters since. 998 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wealthcare Advisory Partners held 398,442 shares of Vanguard Total Stock Market ETF worth $147M as of Q2 2026.
  • Wealthcare Advisory Partners sold 12,895 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $4.61M.
  • Vanguard Total Stock Market ETF made up 2.8% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #3 holding.
  • Wealthcare Advisory Partners first reported a position in Vanguard Total Stock Market ETF in Q2 2016 and has held it in 41 quarters since.
  • 998 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.