Wolff Financial Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wolff Financial 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	$423K	Buy	1,144 +10	+0.9%	+$3.58K	0.08%	77
2026 Q1	$364K	Sell	1,134 -58	-5%	-$19.5K	0.08%	81
2025 Q4	$400K	Sell	1,192 -26	-2%	-$8.65K	0.09%	77
2025 Q3	$400K	Buy	1,218 +20	+2%	+$6.32K	0.09%	78
2025 Q2	$364K	Buy	1,198 +42	+4%	+$11.8K	0.09%	76
2025 Q1	$318K	Buy	1,156 +9	+0.8%	+$2.62K	0.09%	77
2024 Q4	$332K	Sell	1,147 -262	-19%	-$76.4K	0.09%	78
2024 Q3	$399K	Buy	+1,409	New	+$384K	0.11%	76
2024 Q2	–	Sell	-4,163	Closed	-$1.08M	–	93
2024 Q1	$1.08M	Buy	4,163 +171	+4%	+$42.3K	0.32%	39
2023 Q4	$947K	Buy	3,992 +522	+15%	+$115K	0.29%	45
2023 Q3	$737K	Buy	+3,470	New	+$768K	0.25%	48
2023 Q2	–	Sell	-4,064	Closed	-$830K	–	97
2023 Q1	$830K	Sell	4,064 -1,925	-32%	-$385K	0.29%	48
2022 Q4	$1.15M	Buy	5,989 +82	+1%	+$15.8K	0.42%	40
2022 Q3	$1.06M	Buy	5,907 +357	+6%	+$71.2K	0.48%	40
2022 Q2	$1.05M	Sell	5,550 -96	-2%	-$19.7K	0.47%	41
2022 Q1	$1.28M	Buy	5,646 +85	+2%	+$19.1K	0.51%	39
2021 Q4	$1.34M	Buy	+5,561	New	+$1.31M	0.51%	38
2021 Q1	$1.01M	Buy	4,869 +193	+4%	+$39.1K	0.46%	40
2020 Q4	$910K	Buy	4,676 +294	+7%	+$53.7K	0.48%	38
2020 Q3	$746K	Buy	4,382 +47	+1%	+$7.91K	0.44%	43
2020 Q2	$679K	Sell	4,335 -261	-6%	-$38.5K	0.43%	43
2020 Q1	$592K	Buy	4,596 +297	+7%	+$45.9K	0.45%	46
2019 Q4	$704K	Sell	4,299 -253	-6%	-$39.6K	0.47%	45
2019 Q3	$687K	Sell	4,552 -39	-0.8%	-$5.88K	0.5%	41
2019 Q2	$689K	Buy	4,591 +29	+0.6%	+$4.27K	0.53%	41
2019 Q1	$660K	Buy	4,562 +127	+3%	+$17.7K	0.55%	39
2018 Q4	$566K	Buy	+4,435	New	+$612K	0.55%	41

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

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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

Wolff Financial Management's VTI Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.88% in Q2 2026, buying an estimated $3.58K and bringing the position to 1,144 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #77.

Wolff Financial Management first reported a position in VTI in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.34M in Q4 2021. 998 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Wolff Financial Management held 1,144 shares of Vanguard Total Stock Market ETF worth $423K as of Q2 2026.
Wolff Financial Management bought 10 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $3.58K.
Vanguard Total Stock Market ETF made up 0.08% of Wolff Financial Management's portfolio in Q2 2026, its #77 holding.
Wolff Financial Management first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 27 quarters since.
Wolff Financial Management's Vanguard Total Stock Market ETF position peaked at $1.34M in Q4 2021.
998 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.