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AssuredPartners Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

AssuredPartners Investment Advisors’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 		$6.56M Buy
20,184
+6,170
+44% +$2.07M 0.71% 33
2025
Q4 		$4.7M Buy
14,014
+7,644
+120% +$2.54M 0.7% 33
2025
Q3 		$2.09M Sell
6,370
-1,646
-21% -$520K 0.47% 42
2025
Q2 		$2.44M Sell
8,016
-18,262
-69% -$5.14M 0.6% 39
2025
Q1 		$7.22M Buy
26,278
+9,381
+56% +$2.73M 1.39% 11
2024
Q4 		$4.9M Buy
+16,897
New +$4.93M 0.95% 21

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 $12.8B AUM 19.73% 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

AssuredPartners Investment Advisors's VTI Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 44% in Q1 2026, buying an estimated $2.07M and bringing the position to 20,184 shares worth $6.56M. The position accounts for 0.71% of the portfolio, ranked #33.

AssuredPartners Investment Advisors first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.22M in Q1 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • AssuredPartners Investment Advisors held 20,184 shares of Vanguard Total Stock Market ETF worth $6.56M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 6,170 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.07M.
  • Vanguard Total Stock Market ETF made up 0.71% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • AssuredPartners Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Vanguard Total Stock Market ETF position peaked at $7.22M in Q1 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.