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

Wellspring 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 		$62.2M Sell
6,157,836
-4,143
-0.1% -$1.48M 4.1% 6
2026
Q1 		$56.1M Sell
6,161,979
-10,075
-0.2% -$3.38M 4.21% 5
2025
Q4 		$61.7M Sell
6,172,054
-1,290
-0% -$429K 4.88% 5
2025
Q3 		$61M Sell
6,173,344
-7,260
-0.1% -$2.29M 5.6% 5
2025
Q2 		$59.1M Buy
6,180,604
+2,640
+0% +$743K 5.94% 4
2025
Q1 		$53.3M Sell
6,177,964
-9,612
-0.2% -$2.79M 5.93% 4
2024
Q4 		$58.7M Buy
6,187,576
+3,052
+0% +$890K 6.13% 4
2024
Q3 		$56.6M Sell
6,184,524
-1,042
-0% -$284K 6.75% 3
2024
Q2 		$54.1M Buy
6,185,566
+4,312
+0.1% +$1.12M 7.36% 2
2024
Q1 		$51.6M Buy
6,181,254
+7,127
+0.1% +$1.76M 8.15% 2
2023
Q4 		$45.9M Sell
6,174,127
-709
-0% -$157K 11.43% 1
2023
Q3 		$41.9M Sell
6,174,836
-2,337
-0% -$517K 12.25% 1
2023
Q2 		$43.7M Sell
6,177,173
-8,895
-0.1% -$1.86M 12.37% 1
2023
Q1 		$42.8M Sell
6,186,068
-6,098
-0.1% -$1.22M 12.7% 1
2022
Q4 		$41.6M Sell
6,192,166
-7,664
-0.1% -$1.48M 13.85% 1
2022
Q3 		$40.8M Sell
6,199,830
-2,617
-0% -$522K 15.07% 1
2022
Q2 		$43.1M Sell
6,202,447
-7,058
-0.1% -$1.45M 15% 1
2022
Q1 		$52.4M Buy
6,209,505
+488
+0% +$110K 15.43% 1
2021
Q4 		$55.1M Sell
6,209,017
-152,225
-2% -$35.9M 15.34% 1
2021
Q3 		$51.8M Buy
6,361,242
+6,153,390
+2,960% +$1.4B 15.59% 1
2021
Q2 		$46.3M Sell
207,852
-84,316
-29% -$18.3M 14.56% 1
2021
Q1 		$37.7M Buy
292,168
+75,203
+35% +$15.2M 18.16% 1
2020
Q4 		$42.2M Sell
216,965
-9,897
-4% -$1.81M 14.74% 1
2020
Q3 		$38.6M Sell
226,862
-1,321
-0.6% -$222K 15.14% 1
2020
Q2 		$35.7M Sell
228,183
-63,985
-22% -$9.44M 14.74% 1
2020
Q1 		$37.7M Buy
+292,168
New +$45.2M 18.16% 1

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
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
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
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Wellspring Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.07% in Q2 2026, selling an estimated $1.48M and leaving 6,157,836 shares worth $62.2M. The position accounts for 4.1% of the portfolio, ranked #6.

Wellspring Financial Advisors first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Wellspring Financial Advisors held 6,157,836 shares of Vanguard Total Stock Market ETF worth $62.2M as of Q2 2026.
  • Wellspring Financial Advisors sold 4,143 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.48M.
  • Vanguard Total Stock Market ETF made up 4.1% of Wellspring Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.