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Correct Capital Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Correct Capital 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 		$246K Sell
766
-1,146
-60% -$384K 0.05% 99
2025
Q4 		$641K Buy
1,912
+1,164
+156% +$387K 0.12% 69
2025
Q3 		$246K Buy
748
+2
+0.3% +$632 0.04% 106
2025
Q2 		$227K Buy
+746
New +$210K 0.03% 105
2025
Q1 		– Sell
-703
Closed -$204K – 118
2024
Q4 		$204K Sell
703
-79
-10% -$23.1K 0.04% 112
2024
Q3 		$221K Buy
+782
New +$213K 0.05% 113

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 $11.5B AUM 18.72% 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

Correct Capital Wealth Management's VTI Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 60% in Q1 2026, selling an estimated $384K and leaving 766 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #99.

Correct Capital Wealth Management first reported a position in VTI in Q3 2024 and has held it in 6 quarters since. The position peaked at $641K in Q4 2025. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Correct Capital Wealth Management held 766 shares of Vanguard Total Stock Market ETF worth $246K as of Q1 2026.
  • Correct Capital Wealth Management sold 1,146 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $384K.
  • Vanguard Total Stock Market ETF made up 0.05% of Correct Capital Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Correct Capital Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 6 quarters since.
  • Correct Capital Wealth Management's Vanguard Total Stock Market ETF position peaked at $641K in Q4 2025.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.