WP
VTI icon

Westmount Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Westmount Partners’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 		$7.74M Buy
20,921
+519
+3% +$186K 1.69% 13
2026
Q1 		$6.55M Sell
20,402
-703
-3% -$236K 1.61% 14
2025
Q4 		$7.08M Buy
21,105
+1,525
+8% +$507K 1.76% 13
2025
Q3 		$6.45M Sell
19,580
-181
-0.9% -$57.2K 1.67% 12
2025
Q2 		$6.01M Buy
19,761
+8,882
+82% +$2.5M 1.65% 13
2025
Q1 		$2.99M Sell
10,879
-33
-0.3% -$9.59K 0.91% 21
2024
Q4 		$3.16M Sell
10,912
-38
-0.3% -$11.1K 0.96% 22
2024
Q3 		$3.1M Buy
10,950
+1
+0% +$273 0.93% 25
2024
Q2 		$2.93M Buy
10,949
+317
+3% +$82K 0.97% 21
2024
Q1 		$2.76M Buy
10,632
+2,250
+27% +$557K 0.99% 22
2023
Q4 		$1.99M Sell
8,382
-2,009
-19% -$444K 0.81% 26
2023
Q3 		$2.21M Buy
10,391
+4,045
+64% +$895K 0.97% 22
2023
Q2 		$1.4M Buy
6,346
+90
+1% +$18.8K 0.61% 37
2023
Q1 		$1.28M Buy
6,256
+3
+0% +$601 0.59% 35
2022
Q4 		$1.2M Buy
+6,253
New +$1.21M 0.62% 34

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return