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Coastline Complete Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Coastline Complete Wealth’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 		$313K Sell
975
-71
-7% -$23.8K 0.19% 45
2025
Q4 		$351K Buy
+1,046
New +$348K 0.22% 39

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coastline Complete Wealth's VTI Position: Q1 2026 in Review

Coastline Complete Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.8% in Q1 2026, selling an estimated $23.8K and leaving 975 shares worth $313K. The position accounts for 0.19% of the portfolio, ranked #45.

Coastline Complete Wealth first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $351K in Q4 2025. 3,569 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Coastline Complete Wealth held 975 shares of Vanguard Morningstar Total Stock Market ETF worth $313K as of Q1 2026.
  • Coastline Complete Wealth sold 71 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $23.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of Coastline Complete Wealth's portfolio in Q1 2026, its #45 holding.
  • Coastline Complete Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • Coastline Complete Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $351K in Q4 2025.
  • 3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.