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

BlackDiamond 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 		$226K Hold
705
– – 0.11% 178
2025
Q4 		$242K Sell
705
-7
-1% -$2.33K 0.12% 173
2025
Q3 		$234K Sell
712
-32
-4% -$10.1K 0.13% 151
2025
Q2 		$226K Sell
744
-10
-1% -$2.81K 0.13% 152
2025
Q1 		$210K Buy
+754
New +$219K 0.14% 146

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

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

BlackDiamond Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 705 shares worth $226K. The position accounts for 0.11% of the portfolio, ranked #178.

BlackDiamond Wealth Management first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $242K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • BlackDiamond Wealth Management held 705 shares of Vanguard Total Stock Market ETF worth $226K as of Q1 2026.
  • BlackDiamond Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.11% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #178 holding.
  • BlackDiamond Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • BlackDiamond Wealth Management's Vanguard Total Stock Market ETF position peaked at $242K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.