Winebrenner Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Winebrenner Capital Management’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	$1M	Sell	2,712 -109	-4%	-$39K	0.61%	46
2026 Q1	$905K	Buy	2,821 +48	+2%	+$16.1K	0.58%	50
2025 Q4	$930K	Sell	2,773 -455	-14%	-$151K	0.62%	50
2025 Q3	$1.06M	Sell	3,228 -25	-0.8%	-$7.9K	0.76%	41
2025 Q2	$989K	Buy	3,253 +238	+8%	+$66.9K	0.8%	40
2025 Q1	$829K	Sell	3,015 -53	-2%	-$15.4K	0.75%	39
2024 Q4	$889K	Buy	+3,068	New	+$895K	0.68%	46

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Winebrenner Capital Management's VTI Position: Q2 2026 in Review

Winebrenner Capital Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.9% in Q2 2026, selling an estimated $39K and leaving 2,712 shares worth $1M. The position accounts for 0.61% of the portfolio, ranked #46.

Winebrenner Capital Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2025. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Winebrenner Capital Management held 2,712 shares of Vanguard Total Stock Market ETF worth $1M as of Q2 2026.
Winebrenner Capital Management sold 109 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $39K.
Vanguard Total Stock Market ETF made up 0.61% of Winebrenner Capital Management's portfolio in Q2 2026, its #46 holding.
Winebrenner Capital Management first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's Vanguard Total Stock Market ETF position peaked at $1.06M in Q3 2025.
779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.