VERITY Wealth Advisors reported VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 27.96% in 2024 Q4. The latest visible filing shows VTI at 27.07% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was VERITY Wealth Advisors's position in VANGUARD TOTAL STOCK MARKET INDEX FUND, 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.
VTI was reported at 27.07% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
These are the practical questions this page is built to answer before you even open the full history table.
VERITY Wealth Advisors reported VTI across 11 quarterly 13F filings, from 2023 Q4 through 2026 Q1.
The largest reported portfolio weight for VTI was 27.96% in 2024 Q4.
The most recent filing on this page is 2026 Q1, when VERITY Wealth Advisors reported 126,339 shares, equal to 27.07% of portfolio, with an estimated market value of $40.5M.
The chart compares VERITY Wealth Advisors'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.