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

49 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	$2.73M	Buy	8,497 +629	+8%	+$211K	0.2%	35
2025 Q4	$2.64M	Buy	7,868 +4,825	+159%	+$1.61M	0.21%	41
2025 Q3	$999K	Buy	3,043 +2,246	+282%	+$709K	0.09%	60
2025 Q2	$242K	Sell	797 -71	-8%	-$20K	0.03%	154
2025 Q1	$239K	Buy	868 +163	+23%	+$47.4K	0.03%	156
2024 Q4	$204K	Sell	705 -163	-19%	-$47.6K	0.03%	159
2024 Q3	$246K	Sell	868 -943	-52%	-$257K	0.04%	141
2024 Q2	$485K	Buy	1,811 +404	+29%	+$105K	0.1%	85
2024 Q1	$365K	Buy	1,407 +378	+37%	+$93.5K	0.08%	79
2023 Q4	$244K	Buy	+1,029	New	+$227K	0.06%	98

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

49 Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 8% in Q1 2026, buying an estimated $211K and bringing the position to 8,497 shares worth $2.73M. The position accounts for 0.2% of the portfolio, ranked #35.

49 Wealth Management first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

49 Wealth Management held 8,497 shares of Vanguard Total Stock Market ETF worth $2.73M as of Q1 2026.
49 Wealth Management bought 629 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $211K.
Vanguard Total Stock Market ETF made up 0.2% of 49 Wealth Management's portfolio in Q1 2026, its #35 holding.
49 Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.