WN
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Williams & Novak’s Vanguard Total Stock Market ETF VTI Stock Holding History

Williams & Novak’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 		$417K Hold
1,128
– – 0.28% 80
2026
Q1 		$365K Sell
1,128
-997
-47% -$335K 0.27% 77
2025
Q4 		$712K Sell
2,125
-54
-2% -$18K 0.54% 44
2025
Q3 		$715K Buy
2,179
+439
+25% +$139K 0.55% 43
2025
Q2 		$529K Sell
1,740
-221
-11% -$62.2K 0.45% 59
2025
Q1 		$541K Sell
1,961
-432
-18% -$126K 0.53% 50
2024
Q4 		$694K Sell
2,393
-100
-4% -$29.2K 0.67% 38
2024
Q3 		$706K Sell
2,493
-264
-10% -$72K 0.66% 42
2024
Q2 		$738K Sell
2,757
-2,044
-43% -$529K 0.69% 37
2024
Q1 		$1.14M Hold
4,801
– – 1.29% 26
2023
Q4 		$1.14M Buy
+4,801
New +$1.06M 1.29% 26

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

Williams & Novak's VTI Position: Q2 2026 in Review

Williams & Novak held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,128 shares worth $417K. The position accounts for 0.28% of the portfolio, ranked #80.

Williams & Novak first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2024. 883 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Williams & Novak held 1,128 shares of Vanguard Total Stock Market ETF worth $417K as of Q2 2026.
  • Williams & Novak left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.28% of Williams & Novak's portfolio in Q2 2026, its #80 holding.
  • Williams & Novak first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Williams & Novak's Vanguard Total Stock Market ETF position peaked at $1.14M in Q1 2024.
  • 883 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.