WAG
VTI icon

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

Windsor 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 		$628K Buy
1,958
+1
+0.1% +$336 0.52% 28
2025
Q4 		$656K Sell
1,957
-324
-14% -$108K 0.59% 27
2025
Q3 		$749K Sell
2,281
-151
-6% -$47.7K 0.66% 28
2025
Q2 		$739K Buy
2,432
+7
+0.3% +$1.97K 1.05% 18
2025
Q1 		$667K Sell
2,425
-2,017
-45% -$586K 0.86% 22
2024
Q4 		$1.29M Buy
4,442
+2,571
+137% +$750K 1.5% 12
2024
Q3 		$530K Buy
1,871
+21
+1% +$5.73K 0.6% 33
2024
Q2 		$495K Buy
1,850
+22
+1% +$5.69K 0.99% 21
2024
Q1 		$475K Buy
1,828
+25
+1% +$6.18K 1.34% 21
2023
Q4 		$428K Buy
1,803
+25
+1% +$5.53K 1.27% 24
2023
Q3 		$378K Hold
1,778
– – 0.9% 30
2023
Q2 		$392K Hold
1,778
– – 0.97% 27
2023
Q1 		$363K Sell
1,778
-102
-5% -$20.4K 0.87% 27
2022
Q4 		$359K Buy
+1,880
New +$362K 0.95% 28

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 $11.5B AUM 18.72% 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

Windsor Advisory Group's VTI Position: Q1 2026 in Review

Windsor Advisory Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.05% in Q1 2026, buying an estimated $336 and bringing the position to 1,958 shares worth $628K. The position accounts for 0.52% of the portfolio, ranked #28.

Windsor Advisory Group first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q4 2024. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Windsor Advisory Group held 1,958 shares of Vanguard Total Stock Market ETF worth $628K as of Q1 2026.
  • Windsor Advisory Group bought 1 Vanguard Total Stock Market ETF share in Q1 2026, an estimated $336.
  • Vanguard Total Stock Market ETF made up 0.52% of Windsor Advisory Group's portfolio in Q1 2026, its #28 holding.
  • Windsor Advisory Group first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Windsor Advisory Group's Vanguard Total Stock Market ETF position peaked at $1.29M in Q4 2024.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.