Websterrogers Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Websterrogers Financial Advisors’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	$1.07M	Buy	2,878 +38	+1%	+$13.6K	0.27%	42
2026 Q1	$911K	Buy	2,840 +3	+0.1%	+$1.01K	0.26%	43
2025 Q4	$951K	Buy	2,837 +913	+47%	+$304K	0.28%	42
2025 Q3	$632K	Hold	1,924	–	–	0.19%	49
2025 Q2	$585K	Sell	1,924 -6	-0.3%	-$1.69K	0.19%	49
2025 Q1	$530K	Buy	1,930 +860	+80%	+$250K	0.18%	49
2024 Q4	$310K	Buy	1,070 +3	+0.3%	+$875	0.11%	62
2024 Q3	$302K	Buy	+1,067	New	+$291K	0.11%	59
2023 Q2	–	Sell	-4,878	Closed	-$996K	–	65
2023 Q1	$996K	Buy	4,878 +2	+0%	+$400	0.46%	33
2022 Q4	$932K	Buy	4,876 +22	+0.5%	+$4.24K	0.45%	34
2022 Q3	$871K	Sell	4,854 -1,078	-18%	-$215K	0.46%	27
2022 Q2	$1.12M	Sell	5,932 -323	-5%	-$66.4K	0.55%	21
2022 Q1	$1.43M	Sell	6,255 -40	-0.6%	-$8.99K	0.73%	25
2021 Q4	$1.52M	Buy	6,295 +674	+12%	+$159K	0.34%	32
2021 Q3	$1.25M	Sell	5,621 -127	-2%	-$29K	0.29%	32
2021 Q2	$1.26M	Sell	5,748 -176	-3%	-$38.2K	0.3%	31
2021 Q1	$1.22M	Sell	5,924 -105	-2%	-$21.2K	0.33%	25
2020 Q4	$1.2M	Buy	+6,029	New	+$1.1M	0.35%	24

Other funds holding VTI

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

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

WCM

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

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Websterrogers Financial Advisors's VTI Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $13.6K and bringing the position to 2,878 shares worth $1.07M. The position accounts for 0.27% of the portfolio, ranked #42.

Websterrogers Financial Advisors first reported a position in VTI in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.52M in Q4 2021. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Websterrogers Financial Advisors held 2,878 shares of Vanguard Total Stock Market ETF worth $1.07M as of Q2 2026.
Websterrogers Financial Advisors bought 38 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $13.6K.
Vanguard Total Stock Market ETF made up 0.27% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #42 holding.
Websterrogers Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 18 quarters since.
Websterrogers Financial Advisors's Vanguard Total Stock Market ETF position peaked at $1.52M in Q4 2021.
779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.