VTI — VANGUARD TOTAL STOCK MARKET ETF

Ownership history in Coston, McIsaac & Partners  ·  16 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported VANGUARD TOTAL STOCK MARKET ETF (VTI) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.56% in 2024 Q4. The latest visible filing shows VTI at 3.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in VANGUARD TOTAL STOCK MARKET ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VTI was reported at 3.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.56% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTI stock page Coston, McIsaac & Partners fund profile Coston, McIsaac & Partners full holdings
How Coston, McIsaac & Partners held VTI — position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 47,063 -926 -1.9% 3.41% $15.1M 2026-04-22 $351.22
2025 Q4 REDUCED 47,989 -1,524 -3.1% 3.73% $16.1M 2026-02-03 $338.79
2025 Q3 REDUCED 49,513 -342 -0.7% 3.87% $16.2M 2025-11-05 $331.18
2025 Q2 REDUCED 49,855 -260 -0.5% 3.93% $15.2M 2025-08-12 $313.38
2025 Q1 REDUCED 50,115 -3,029 -5.7% 4.02% $13.8M 2025-05-13 $285.84
2024 Q4 REDUCED 53,144 -375 -0.7% 4.56% $15.4M 2025-01-23 $297.60
2024 Q3 ADDED 53,519 +1,886 +3.7% 4.28% $15.2M 2024-10-22 $282.38
2024 Q2 ADDED 51,633 +1,113 +2.2% 4.35% $13.8M 2024-07-31 $266.76
2024 Q1 ADDED 50,520 +3,450 +7.3% 4.22% $13.1M 2024-04-17 $241.54
2023 Q4 ADDED 47,070 +2,888 +6.5% 3.89% $11.2M 2024-01-23 $234.22
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTI

As of 2026 Q1 — sorted by position size

AEGON USA Investment Management, LLC 3Y 7Y 70.29% Rainwater Charitable Foundation 3Y 7Y 65.39% Beacon Wealthcare LLC 3Y 51.1% Capitol Family Office, Inc. 3Y 50.87% Gibson Capital, LLC 3Y 7Y 50.85% Avalon Advisory Group 3Y 50.24% STUART INVESTMENT ADVISORS, INC. 3Y 47.35% Briaud Financial Planning Inc 3Y 45.34% GP Brinson Investments LLC 3Y 40.16% Stash Investments, LLC 39.99%

FAQ About Coston, McIsaac & Partners and VTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning VTI?

Coston, McIsaac & Partners reported VTI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTI position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for VTI was 4.56% in 2024 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2026 Q1, when Coston, McIsaac & Partners reported 47,063 shares, equal to 3.41% of portfolio, with an estimated market value of $15.1M.

What does the chart on this VTI ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly VTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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