BetterWealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

BetterWealth’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	$578K	Buy	+1,802	New	+$605K	0.11%	41
2025 Q3	–	Sell	-1,290	Closed	-$392K	–	73
2025 Q2	$392K	Sell	1,290 -210	-14%	-$59.1K	0.1%	39
2025 Q1	$412K	Hold	1,500	–	–	0.12%	38
2024 Q4	$435K	Buy	1,500 +2	+0.1%	+$584	0.12%	43
2024 Q3	$424K	Hold	1,498	–	–	0.13%	41
2024 Q2	$401K	Buy	1,498 +28	+2%	+$7.25K	0.13%	40
2024 Q1	$382K	Sell	1,470 -980	-40%	-$242K	0.12%	45
2023 Q4	$581K	Buy	2,450 +1,400	+133%	+$310K	0.2%	34
2023 Q3	$223K	Buy	+1,050	New	+$232K	0.09%	46

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 $11.5B AUM 18.72% 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

BetterWealth's VTI Position: Q1 2026 in Review

BetterWealth opened a new position in Vanguard Total Stock Market ETF (VTI) in Q1 2026: 1,802 shares worth $578K. The stake represents 0.11% of the portfolio and ranks #41 among its holdings. This is a return to the name: BetterWealth previously reported a position in VTI as recently as Q2 2025.

BetterWealth first reported a position in VTI in Q3 2023 and has held it in 9 quarters since. The position peaked at $581K in Q4 2023. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

BetterWealth held 1,802 shares of Vanguard Total Stock Market ETF worth $578K as of Q1 2026.
Vanguard Total Stock Market ETF was a new BetterWealth position in Q1 2026.
Vanguard Total Stock Market ETF made up 0.11% of BetterWealth's portfolio in Q1 2026, its #41 holding.
BetterWealth first reported a position in Vanguard Total Stock Market ETF in Q3 2023 and has held it in 9 quarters since.
BetterWealth's Vanguard Total Stock Market ETF position peaked at $581K in Q4 2023.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.