WFAG
VTI icon

Wescott Financial Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wescott Financial Advisory Group’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
Q1 		$5.31M Buy
16,557
+136
+0.8% +$45.6K 0.47% 33
2025
Q4 		$5.51M Sell
16,421
-488
-3% -$162K 0.48% 34
2025
Q3 		$5.55M Buy
16,909
+435
+3% +$137K 0.5% 35
2025
Q2 		$5.01M Buy
16,474
+12,115
+278% +$3.41M 0.48% 38
2025
Q1 		$1.2M Buy
4,359
+14
+0.3% +$4.07K 0.12% 75
2024
Q4 		$1.26M Sell
4,345
-262
-6% -$76.4K 0.13% 74
2024
Q3 		$1.3M Buy
4,607
+50
+1% +$13.6K 0.14% 76
2024
Q2 		$1.22M Sell
4,557
-216
-5% -$55.9K 0.14% 78
2024
Q1 		$1.24M Sell
4,773
-901
-16% -$223K 0.15% 69
2023
Q4 		$1.35M Buy
5,674
+1,314
+30% +$290K 0.19% 63
2023
Q3 		$926K Buy
4,360
+26
+0.6% +$5.75K 0.17% 73
2023
Q2 		$955K Sell
4,334
-1,732
-29% -$361K 0.17% 73
2023
Q1 		$1.24M Sell
6,066
-865
-12% -$173K 0.27% 56
2022
Q4 		$1.33M Buy
6,931
+1,100
+19% +$212K 0.29% 51
2022
Q3 		$1.05M Buy
5,831
+17
+0.3% +$3.39K 0.29% 46
2022
Q2 		$1.1M Buy
5,814
+137
+2% +$28.1K 0.3% 49
2022
Q1 		$1.29M Buy
5,677
+3,876
+215% +$872K 0.33% 46
2021
Q4 		$435K Buy
1,801
+591
+49% +$140K 0.22% 44
2021
Q3 		$269K Buy
+1,210
New +$276K 0.15% 59

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wescott Financial Advisory Group's VTI Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.83% in Q1 2026, buying an estimated $45.6K and bringing the position to 16,557 shares worth $5.31M. The position accounts for 0.47% of the portfolio, ranked #33.

Wescott Financial Advisory Group first reported a position in VTI in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.55M in Q3 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Wescott Financial Advisory Group held 16,557 shares of Vanguard Total Stock Market ETF worth $5.31M as of Q1 2026.
  • Wescott Financial Advisory Group bought 136 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $45.6K.
  • Vanguard Total Stock Market ETF made up 0.47% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #33 holding.
  • Wescott Financial Advisory Group first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
  • Wescott Financial Advisory Group's Vanguard Total Stock Market ETF position peaked at $5.55M in Q3 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.