1900 Wealth Management
VTI icon

1900 Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

1900 Wealth 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
Q3 		$10.2M Buy
27,249
+360
+1% +$135K 0.55% 25
2026
Q2 		$9.9M Sell
26,889
-399
-1% -$143K 0.55% 26
2026
Q1 		$8.75M Sell
27,288
-344
-1% -$115K 0.56% 27
2025
Q4 		$9.26M Sell
27,632
-471
-2% -$157K 0.59% 22
2025
Q3 		$9.23M Sell
28,103
-492
-2% -$155K 0.63% 20
2025
Q2 		$8.69M Sell
28,595
-81
-0.3% -$22.8K 0.66% 21
2025
Q1 		$7.88M Sell
28,676
-4,410
-13% -$1.28M 0.66% 22
2024
Q4 		$9.6M Buy
33,086
+3,643
+12% +$1.06M 0.8% 18
2024
Q3 		$8.34M Sell
29,443
-1,573
-5% -$429K 0.71% 22
2024
Q2 		$8.3M Sell
31,016
-2,183
-7% -$565K 0.78% 20
2024
Q1 		$8.63M Sell
33,199
-4,129
-11% -$1.02M 0.79% 26
2023
Q4 		$8.85M Buy
37,328
+444
+1% +$98.2K 0.81% 25
2023
Q3 		$7.83M Buy
36,884
+1,485
+4% +$329K 0.78% 29
2023
Q2 		$7.8M Buy
35,399
+3,098
+10% +$646K 0.8% 31
2023
Q1 		$6.2M Hold
32,301
– – 0.67% 40
2022
Q4 		$6.18M Buy
32,301
+3,268
+11% +$630K 0.67% 41
2022
Q3 		$5.21M Sell
29,033
-1,263
-4% -$252K 0.61% 40
2022
Q2 		$5.71M Buy
30,296
+495
+2% +$102K 0.62% 39
2022
Q1 		$6.78M Buy
29,801
+4,202
+16% +$945K 0.65% 36
2021
Q4 		$6.18M Buy
25,599
+4,917
+24% +$1.16M 0.56% 47
2021
Q3 		$4.59M Buy
20,682
+491
+2% +$112K 0.45% 52
2021
Q2 		$4.5M Buy
20,191
+9,092
+82% +$1.97M 0.43% 50
2021
Q1 		$2.29M Buy
11,099
+590
+6% +$119K 0.17% 64
2020
Q4 		$2.05M Buy
+10,509
New +$1.92M 0.24% 63

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

1900 Wealth Management's VTI Position: Q3 2026 in Review

1900 Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q3 2026, buying an estimated $135K and bringing the position to 27,249 shares worth $10.2M. The position accounts for 0.55% of the portfolio, ranked #25.

1900 Wealth Management first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • 1900 Wealth Management held 27,249 shares of Vanguard Morningstar Total Stock Market ETF worth $10.2M as of Q3 2026.
  • 1900 Wealth Management bought 360 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $135K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.55% of 1900 Wealth Management's portfolio in Q3 2026, its #25 holding.
  • 1900 Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.