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Costello Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Costello Asset 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 		$439K Buy
1,369
+1
+0.1% +$336 0.15% 74
2025
Q4 		$458K Sell
1,368
-16
-1% -$5.32K 0.15% 72
2025
Q3 		$454K Sell
1,384
-113
-8% -$35.7K 0.15% 70
2025
Q2 		$455K Buy
1,497
+76
+5% +$21.4K 0.17% 68
2025
Q1 		$391K Buy
+1,421
New +$413K 0.16% 68
2024
Q1 		– Sell
-510
Closed -$121K – 186
2023
Q4 		$121K Hold
510
– – 0.1% 65
2023
Q3 		$108K Buy
+510
New +$113K 0.1% 64

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

Costello Asset Management's VTI Position: Q1 2026 in Review

Costello Asset Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.07% in Q1 2026, buying an estimated $336 and bringing the position to 1,369 shares worth $439K. The position accounts for 0.15% of the portfolio, ranked #74.

Costello Asset Management first reported a position in VTI in Q3 2023 and has held it in 7 quarters since. The position peaked at $458K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Costello Asset Management held 1,369 shares of Vanguard Total Stock Market ETF worth $439K as of Q1 2026.
  • Costello Asset Management bought 1 Vanguard Total Stock Market ETF share in Q1 2026, an estimated $336.
  • Vanguard Total Stock Market ETF made up 0.15% of Costello Asset Management's portfolio in Q1 2026, its #74 holding.
  • Costello Asset Management first reported a position in Vanguard Total Stock Market ETF in Q3 2023 and has held it in 7 quarters since.
  • Costello Asset Management's Vanguard Total Stock Market ETF position peaked at $458K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.