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Conquis Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

Conquis Financial’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 		$641K Buy
1,832
+121
+7% +$40.6K 0.53% 15
2025
Q4 		$574K Buy
1,711
+98
+6% +$32.6K 0.49% 16
2025
Q3 		$531K Hold
1,613
– – 0.5% 16
2025
Q2 		$492K Sell
1,613
-22
-1% -$6.19K 0.48% 15
2025
Q1 		$449K Buy
1,635
+4
+0.2% +$1.16K 0.47% 14
2024
Q4 		$473K Buy
+1,631
New +$476K 0.48% 15

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

Conquis Financial's VTI Position: Q1 2026 in Review

Conquis Financial increased its Vanguard Total Stock Market ETF (VTI) stake by 7.1% in Q1 2026, buying an estimated $40.6K and bringing the position to 1,832 shares worth $641K. The position accounts for 0.53% of the portfolio, ranked #15.

Conquis Financial first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Conquis Financial held 1,832 shares of Vanguard Total Stock Market ETF worth $641K as of Q1 2026.
  • Conquis Financial bought 121 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $40.6K.
  • Vanguard Total Stock Market ETF made up 0.53% of Conquis Financial's portfolio in Q1 2026, its #15 holding.
  • Conquis Financial first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Conquis Financial's 13F filing for Q1 2026, filed 7 May 2026.