Westside Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.2M | Sell |
57,284
-407
| -0.7% | -$146K | 2.78% | 4 |
|
|
2026
Q1 | $18.5M | Sell |
57,691
-205
| -0.4% | -$68.8K | 2.84% | 3 |
|
|
2025
Q4 | $19.4M | Sell |
57,896
-580
| -1% | -$193K | 3.11% | 3 |
|
|
2025
Q3 | $19.2M | Buy |
58,476
+539
| +0.9% | +$170K | 3.07% | 3 |
|
|
2025
Q2 | $17.6M | Hold |
57,937
| – | – | 3.27% | 2 |
|
|
2025
Q1 | $15.9M | Sell |
57,937
-47
| -0.1% | -$13.7K | 3.39% | 3 |
|
|
2024
Q4 | $16.8M | Buy |
57,984
+25
| +0% | +$7.29K | 3.54% | 3 |
|
|
2024
Q3 | $16.4M | Buy |
57,959
+2,151
| +4% | +$587K | 3.49% | 3 |
|
|
2024
Q2 | $14.9M | Buy |
55,808
+900
| +2% | +$233K | 3.42% | 4 |
|
|
2024
Q1 | $14.3M | Buy |
54,908
+1,342
| +3% | +$332K | 3.42% | 3 |
|
|
2023
Q4 | $12.7M | Buy |
53,566
+1,728
| +3% | +$382K | 3.25% | 4 |
|
|
2023
Q3 | $11M | Buy |
51,838
+562
| +1% | +$124K | 3.17% | 3 |
|
|
2023
Q2 | $11.3M | Sell |
51,276
-1,881
| -4% | -$392K | 3.19% | 3 |
|
|
2023
Q1 | $10.8M | Buy |
53,157
+279
| +0.5% | +$55.9K | 3.19% | 3 |
|
|
2022
Q4 | $10.1K | Buy |
52,878
+1,554
| +3% | +$299K | 0.02% | 193 |
|
|
2022
Q3 | $9.21K | Buy |
51,324
+2,902
| +6% | +$578K | 0.02% | 203 |
|
|
2022
Q2 | $9.13K | Buy |
48,422
+4,129
| +9% | +$848K | 0.02% | 197 |
|
|
2022
Q1 | $10.1K | Buy |
44,293
+2,323
| +6% | +$522K | 0.02% | 190 |
|
|
2021
Q4 | $10.1K | Sell |
41,970
-1,016
| -2% | -$240K | 0.02% | 185 |
|
|
2021
Q3 | $9.54K | Sell |
42,986
-1,436
| -3% | -$327K | 0.02% | 189 |
|
|
2021
Q2 | $9.9K | Buy |
44,422
+6,593
| +17% | +$1.43M | 0.02% | 186 |
|
|
2021
Q1 | $7.82K | Sell |
37,829
-547
| -1% | -$111K | 0.02% | 183 |
|
|
2020
Q4 | $7.47K | Sell |
38,376
-1,216
| -3% | -$222K | 0.02% | 147 |
|
|
2020
Q3 | $6.74K | Sell |
39,592
-2,487
| -6% | -$418K | ﹤0.01% | 156 |
|
|
2020
Q2 | $6.59K | Sell |
42,079
-1,620
| -4% | -$239K | ﹤0.01% | 140 |
|
|
2020
Q1 | $5.63K | Buy |
+43,699
| New | +$6.76M | ﹤0.01% | 155 |
|
|
2019
Q2 | $9.37K | Buy |
+62,409
| New | +$9.19M | 0.02% | 70 |
|
|
2018
Q4 | $11.1M | Sell |
86,646
-2,439
| -3% | -$337K | 4.05% | 2 |
|
|
2018
Q3 | $12.3M | Buy |
89,085
+13,884
| +18% | +$2.04M | 3.95% | 3 |
|
|
2018
Q2 | $10.6M | Buy |
75,201
+3,708
| +5% | +$517K | 3.73% | 4 |
|
|
2018
Q1 | $9.48M | Sell |
71,493
-525
| -0.7% | -$73.6K | 5.21% | 2 |
|
|
2017
Q4 | $10.1M | Buy |
72,018
+7,145
| +11% | +$956K | 5.49% | 2 |
|
|
2017
Q3 | $8.49M | Buy |
64,873
+3,033
| +5% | +$384K | 5.13% | 2 |
|
|
2017
Q2 | $7.71M | Sell |
61,840
-3,417
| -5% | -$421K | 5.03% | 2 |
|
|
2017
Q1 | $7.87M | Buy |
+65,257
| New | +$7.82M | 3.76% | 2 |
|
Other funds holding VTI
WI
NBS
BP
SFA
FWI
SOAM
PIMG
FG
MAWA
Westside Investment Management's VTI Position: Q2 2026 in Review
Westside Investment Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.71% in Q2 2026, selling an estimated $146K and leaving 57,284 shares worth $21.2M. The position accounts for 2.78% of the portfolio, ranked #4.
Westside Investment Management first reported a position in VTI in Q1 2017 and has held it in 35 quarters since. 1,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Westside Investment Management held 57,284 shares of Vanguard Total Stock Market ETF worth $21.2M as of Q2 2026.
- Westside Investment Management sold 407 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $146K.
- Vanguard Total Stock Market ETF made up 2.78% of Westside Investment Management's portfolio in Q2 2026, its #4 holding.
- Westside Investment Management first reported a position in Vanguard Total Stock Market ETF in Q1 2017 and has held it in 35 quarters since.
- 1,665 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.