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YHB Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

YHB Investment Advisors’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 		$3.63M Sell
9,806
-939
-9% -$336K 0.23% 96
2026
Q1 		$3.45M Sell
10,745
-157
-1% -$52.7K 0.25% 93
2025
Q4 		$3.66M Buy
10,902
+90
+0.8% +$29.9K 0.25% 89
2025
Q3 		$3.55M Sell
10,812
-311
-3% -$98.2K 0.26% 87
2025
Q2 		$3.38M Buy
11,123
+1,425
+15% +$401K 0.26% 91
2025
Q1 		$2.67M Sell
9,698
-977
-9% -$284K 0.22% 101
2024
Q4 		$3.09M Sell
10,675
-898
-8% -$262K 0.25% 90
2024
Q3 		$3.28M Sell
11,573
-876
-7% -$239K 0.27% 88
2024
Q2 		$3.33M Buy
12,449
+160
+1% +$41.4K 0.29% 83
2024
Q1 		$3.19M Buy
12,289
+298
+2% +$73.7K 0.28% 87
2023
Q4 		$2.84M Sell
11,991
-10,811
-47% -$2.39M 0.28% 86
2023
Q3 		$4.93M Buy
22,802
+11,427
+100% +$2.53M 0.46% 63
2023
Q2 		$2.51M Sell
11,375
-640
-5% -$133K 0.23% 100
2023
Q1 		$2.45M Buy
12,015
+319
+3% +$63.9K 0.25% 95
2022
Q4 		$2.24M Buy
11,696
+549
+5% +$106K 0.24% 94
2022
Q3 		$2M Buy
11,147
+1,268
+13% +$253K 0.22% 103
2022
Q2 		$1.86M Buy
9,879
+187
+2% +$38.4K 0.2% 112
2022
Q1 		$2.21M Buy
9,692
+995
+11% +$224K 0.19% 110
2021
Q4 		$2.1M Buy
8,697
+1,556
+22% +$367K 0.17% 125
2021
Q3 		$1.59M Buy
7,141
+11
+0.2% +$2.51K 0.14% 141
2021
Q2 		$1.59M Buy
7,130
+696
+11% +$151K 0.14% 144
2021
Q1 		$1.4M Buy
6,434
+325
+5% +$65.8K 0.12% 150
2020
Q4 		$1.19M Buy
6,109
+786
+15% +$144K 0.11% 154
2020
Q3 		$907K Buy
+5,323
New +$895K 0.1% 159

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

YHB Investment Advisors's VTI Position: Q2 2026 in Review

YHB Investment Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 8.7% in Q2 2026, selling an estimated $336K and leaving 9,806 shares worth $3.63M. The position accounts for 0.23% of the portfolio, ranked #96.

YHB Investment Advisors first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.93M in Q3 2023. 1,526 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • YHB Investment Advisors held 9,806 shares of Vanguard Total Stock Market ETF worth $3.63M as of Q2 2026.
  • YHB Investment Advisors sold 939 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $336K.
  • Vanguard Total Stock Market ETF made up 0.23% of YHB Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • YHB Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's Vanguard Total Stock Market ETF position peaked at $4.93M in Q3 2023.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.