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Weitzel Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Weitzel Financial Services’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 		$11.3M Buy
30,853
+1,574
+5% +$563K 3.86% 10
2026
Q1 		$9.45M Buy
29,279
+1,153
+4% +$387K 3.56% 11
2025
Q4 		$9.46M Buy
28,126
+1,654
+6% +$550K 3.66% 11
2025
Q3 		$8.62M Buy
26,472
+950
+4% +$300K 3.5% 11
2025
Q2 		$8M Buy
25,522
+980
+4% +$276K 3.39% 12
2025
Q1 		$6.49M Buy
24,542
+576
+2% +$167K 3.09% 12
2024
Q4 		$7M Buy
23,966
+1,143
+5% +$333K 3.3% 10
2024
Q3 		$6.41M Buy
22,823
+1,209
+6% +$330K 3.01% 11
2024
Q2 		$5.79M Buy
21,614
+1,622
+8% +$420K 2.89% 11
2024
Q1 		$5.18M Buy
19,992
+301
+2% +$74.5K 2.61% 11
2023
Q4 		$4.65M Buy
19,691
+3,276
+20% +$724K 2.49% 11
2023
Q3 		$3.45M Buy
16,415
+1,753
+12% +$388K 2.02% 13
2023
Q2 		$3.23M Buy
14,662
+1,556
+12% +$325K 1.83% 13
2023
Q1 		$2.68M Buy
13,106
+283
+2% +$56.7K 1.61% 13
2022
Q4 		$2.45M Sell
12,823
-73
-0.6% -$14.1K 1.57% 13
2022
Q3 		$2.31M Buy
12,896
+1,342
+12% +$267K 1.63% 13
2022
Q2 		$2.18M Sell
11,554
-107
-0.9% -$22K 1.47% 16
2022
Q1 		$2.66M Buy
11,661
+63
+0.5% +$14.2K 1.7% 14
2021
Q4 		$2.8M Buy
11,598
+41
+0.4% +$9.68K 1.69% 13
2021
Q3 		$2.6M Sell
11,557
-2,470,181
-100% -$563M 1.69% 13
2021
Q2 		$10.9M Buy
2,481,738
+2,470,844
+22,681% +$536M 0.38% 15
2021
Q1 		$2.28M Buy
10,894
+35
+0.3% +$7.08K 1.6% 14
2020
Q4 		$2.25M Buy
+10,859
New +$1.98M 1.68% 13

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

Weitzel Financial Services's VTI Position: Q2 2026 in Review

Weitzel Financial Services increased its Vanguard Total Stock Market ETF (VTI) stake by 5.4% in Q2 2026, buying an estimated $563K and bringing the position to 30,853 shares worth $11.3M. The position accounts for 3.86% of the portfolio, ranked #10.

Weitzel Financial Services first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 873 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Weitzel Financial Services held 30,853 shares of Vanguard Total Stock Market ETF worth $11.3M as of Q2 2026.
  • Weitzel Financial Services bought 1,574 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $563K.
  • Vanguard Total Stock Market ETF made up 3.86% of Weitzel Financial Services's portfolio in Q2 2026, its #10 holding.
  • Weitzel Financial Services first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 873 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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