Wealthquest’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wealthquest’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	$2.24M	Buy	6,058 +246	+4%	+$88K	0.14%	38
2026 Q1	$1.86M	Buy	5,812 +1,047	+22%	+$351K	0.13%	38
2025 Q4	$1.6M	Buy	+4,765	New	+$1.59M	0.12%	41
2025 Q3	–	Sell	-4,957	Closed	-$1.51M	–	126
2025 Q2	$1.51M	Sell	4,957 -58	-1%	-$16.3K	0.12%	34
2025 Q1	$1.38M	Sell	5,015 -153	-3%	-$44.5K	0.12%	37
2024 Q4	$1.5M	Buy	5,168 +1	+0%	+$292	0.12%	37
2024 Q3	$1.45M	Buy	5,167 +26	+0.5%	+$7.09K	0.13%	40
2024 Q2	$1.38M	Sell	5,141 -343	-6%	-$88.8K	0.15%	40
2024 Q1	$1.44M	Hold	5,484	–	–	0.15%	39
2023 Q4	$1.3M	Buy	5,484 +585	+12%	+$129K	0.14%	45
2023 Q3	$1.04M	Sell	4,899 -64	-1%	-$14.2K	0.13%	48
2023 Q2	$1.09M	Hold	4,963	–	–	0.13%	48
2023 Q1	$1.01M	Buy	4,963 +48	+1%	+$9.61K	0.13%	47
2022 Q4	$940K	Sell	4,915 -26	-0.5%	-$5.01K	0.12%	54
2022 Q3	$886K	Hold	4,941	–	–	0.12%	52
2022 Q2	$932K	Sell	4,941 -4,739	-49%	-$974K	0.14%	55
2022 Q1	$2.34M	Hold	9,680	–	–	0.36%	28
2021 Q4	$2.34M	Sell	9,680 -604	-6%	-$143K	0.36%	28
2021 Q3	$2.28M	Buy	10,284 +4,985	+94%	+$1.14M	0.39%	31
2021 Q2	$1.18M	Buy	5,299 +80	+2%	+$17.4K	0.2%	46
2021 Q1	$1.08M	Buy	5,219 +47	+0.9%	+$9.51K	0.2%	47
2020 Q4	$1.01M	Buy	5,172 +2	+0%	+$366	0.22%	43
2020 Q3	$880K	Buy	5,170 +1	+0%	+$168	0.22%	43
2020 Q2	$809K	Buy	+5,169	New	+$762K	0.21%	50
2019 Q4	$1.06M	Buy	6,507 +2,636	+68%	+$413K	0.3%	55
2019 Q3	$584K	Buy	3,871 +225	+6%	+$33.9K	0.2%	71
2019 Q2	$547K	Buy	3,646 +2	+0.1%	+$295	0.21%	75
2019 Q1	$527K	Buy	3,644 +1	+0%	+$140	0.2%	75
2018 Q4	$464K	Buy	+3,643	New	+$503K	0.19%	78

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

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

Wealthquest's VTI Position: Q2 2026 in Review

Wealthquest increased its Vanguard Total Stock Market ETF (VTI) stake by 4.2% in Q2 2026, buying an estimated $88K and bringing the position to 6,058 shares worth $2.24M. The position accounts for 0.14% of the portfolio, ranked #38.

Wealthquest first reported a position in VTI in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.34M in Q1 2022. 1,450 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Wealthquest held 6,058 shares of Vanguard Total Stock Market ETF worth $2.24M as of Q2 2026.
Wealthquest bought 246 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $88K.
Vanguard Total Stock Market ETF made up 0.14% of Wealthquest's portfolio in Q2 2026, its #38 holding.
Wealthquest first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
Wealthquest's Vanguard Total Stock Market ETF position peaked at $2.34M in Q1 2022.
1,450 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.