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Contango Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Contango 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 		$236K Sell
736
-1,130
-61% -$379K 0.28% 47
2025
Q4 		$626K Buy
+1,866
New +$621K 0.7% 26

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

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

Contango Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 61% in Q1 2026, selling an estimated $379K and leaving 736 shares worth $236K. The position accounts for 0.28% of the portfolio, ranked #47.

Contango Wealth Management first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $626K in Q4 2025. 3,559 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Contango Wealth Management held 736 shares of Vanguard Morningstar Total Stock Market ETF worth $236K as of Q1 2026.
  • Contango Wealth Management sold 1,130 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $379K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.28% of Contango Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Contango Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • Contango Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $626K in Q4 2025.
  • 3,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.