Westside Investment Management, Inc. VTI holdings history
VG MORNINGSTAR TS MKT ETF-US · CUSIP 922908769 · CIK 1538383
As of 2026-06-30, Westside Investment Management, Inc. reported 57.28K VTI (shares), valued at $21.20M, or 2.78% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 0.71%; reported value increased 14.53%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.78% | 57,284 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 2.84% | 57,691 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 3.11% | 57,896 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 3.07% | 58,476 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 3.27% | 57,937 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 3.39% | 57,937 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 3.54% | 57,984 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 3.49% | 57,959 | SEC filing ↗Filed Nov 20, 2024 |
| Q2 2024 | 3.42% | 55,808 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 3.42% | 54,908 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 3.25% | 53,566 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 3.17% | 51,838 | SEC filing ↗Filed Nov 15, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.17% | 51,838 | $11.01M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 3.25% | 53,566 | $12.71M | Shares increased 3.33%; reported value increased 15.40%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 3.42% | 54,908 | $14.27M | Shares increased 2.51%; reported value increased 12.31%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 3.42% | 55,808 | $14.93M | Shares increased 1.64%; reported value increased 4.62%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 3.49% | 57,959 | $16.41M | Shares increased 3.85%; reported value increased 9.93%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 20, 2024 |
| Q4 2024 | 3.54% | 57,984 | $16.80M | Shares increased 0.04%; reported value increased 2.40%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 3.39% | 57,937 | $15.92M | Shares decreased 0.08%; reported value decreased 5.24%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 3.27% | 57,937 | $17.61M | Shares unchanged; reported value increased 10.58%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 3.07% | 58,476 | $19.19M | Shares increased 0.93%; reported value increased 8.98%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 3.11% | 57,896 | $19.41M | Shares decreased 0.99%; reported value increased 1.15%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 2.84% | 57,691 | $18.51M | Shares decreased 0.35%; reported value decreased 4.65%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 2.78% | 57,284 | $21.20M | Shares decreased 0.71%; reported value increased 14.53%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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