1WM
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1900 Wealth Management’s Vanguard 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
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 		$9.59M 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 		$2.29K 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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1900 Wealth Management's VTI Position: Q1 2026 in Review

1900 Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.2% in Q1 2026, selling an estimated $115K and leaving 27,288 shares worth $8.75M. The position accounts for 0.56% of the portfolio, ranked #27.

1900 Wealth Management first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.59M in Q4 2024. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • 1900 Wealth Management held 27,288 shares of Vanguard Total Stock Market ETF worth $8.75M as of Q1 2026.
  • 1900 Wealth Management sold 344 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $115K.
  • Vanguard Total Stock Market ETF made up 0.56% of 1900 Wealth Management's portfolio in Q1 2026, its #27 holding.
  • 1900 Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • 1900 Wealth Management's Vanguard Total Stock Market ETF position peaked at $9.59M in Q4 2024.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.