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

Apex 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 		$8.03M Buy
25,045
+13,574
+118% +$4.55M 5.51% 5
2025
Q4 		$3.92M Sell
11,471
-7,802
-40% -$2.6M 3.98% 10
2025
Q3 		$6.32M Buy
19,273
+1,859
+11% +$587K 4.52% 7
2025
Q2 		$5.29M Buy
17,414
+7,043
+68% +$1.98M 4.25% 8
2025
Q1 		$2.85M Buy
10,371
+865
+9% +$251K 2.56% 14
2024
Q4 		$2.76M Buy
+9,506
New +$2.77M 2.38% 16

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

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

Apex Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 118% in Q1 2026, buying an estimated $4.55M and bringing the position to 25,045 shares worth $8.03M. The position accounts for 5.51% of the portfolio, ranked #5.

Apex Wealth Management first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Apex Wealth Management held 25,045 shares of Vanguard Total Stock Market ETF worth $8.03M as of Q1 2026.
  • Apex Wealth Management bought 13,574 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $4.55M.
  • Vanguard Total Stock Market ETF made up 5.51% of Apex Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Apex Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.