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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
Q2 		$9.95M 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 		$9.59M 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 		$2.29M 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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

1900 Wealth Management's VTI Position: Q2 2026 in Review

1900 Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $143K and leaving 26,889 shares worth $9.95M. The position accounts for 0.55% of the portfolio, ranked #26.

1900 Wealth Management first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • 1900 Wealth Management held 26,889 shares of Vanguard Morningstar Total Stock Market ETF worth $9.95M as of Q2 2026.
  • 1900 Wealth Management sold 399 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $143K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.55% of 1900 Wealth Management's portfolio in Q2 2026, its #26 holding.
  • 1900 Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.