EPM
VTI icon

Elm Partners Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Elm Partners 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 		$299M Sell
960,162
-35,856
-4% -$12M 12.97% 1
2025
Q4 		$334M Buy
996,018
+54,790
+6% +$18.2M 15.15% 1
2025
Q3 		$309M Buy
941,228
+97,160
+12% +$30.7M 15.43% 1
2025
Q2 		$257M Buy
844,068
+438,708
+108% +$123M 14.89% 1
2025
Q1 		$111M Sell
405,360
-491,292
-55% -$143M 7.17% 5
2024
Q4 		$260M Buy
896,652
+98,506
+12% +$28.7M 17.75% 1
2024
Q3 		$226M Buy
798,146
+86,564
+12% +$23.6M 16.15% 1
2024
Q2 		$190M Buy
711,582
+35,613
+5% +$9.22M 14.62% 1
2024
Q1 		$176M Buy
675,969
+81,178
+14% +$20.1M 13.9% 1
2023
Q4 		$141M Buy
594,791
+32,462
+6% +$7.18M 12.82% 1
2023
Q3 		$119M Sell
562,329
-30,768
-5% -$6.81M 12.35% 2
2023
Q2 		$131M Buy
593,097
+226,087
+62% +$47.2M 13.16% 1
2023
Q1 		$74.9M Buy
367,010
+48,633
+15% +$9.74M 7.88% 5
2022
Q4 		$60.9M Sell
318,377
-83,670
-21% -$16.1M 7.04% 5
2022
Q3 		$72.2M Sell
402,047
-20,805
-5% -$4.15M 9.74% 3
2022
Q2 		$79.8M Sell
422,852
-16,030
-4% -$3.29M 10.4% 2
2022
Q1 		$99.9M Sell
438,882
-231,053
-34% -$52M 12.63% 2
2021
Q4 		$162M Buy
669,935
+45,408
+7% +$10.7M 19.94% 1
2021
Q3 		$139M Buy
624,527
+57,223
+10% +$13M 18.51% 1
2021
Q2 		$126M Buy
567,304
+13,794
+2% +$2.99M 16.63% 1
2021
Q1 		$114M Buy
553,510
+31,250
+6% +$6.32M 16.27% 1
2020
Q4 		$102M Buy
522,260
+2,772
+0.5% +$507K 15.19% 1
2020
Q3 		$88.5M Buy
519,488
+9,531
+2% +$1.6M 14.88% 1
2020
Q2 		$79.8M Buy
509,957
+272,929
+115% +$40.2M 14.25% 1
2020
Q1 		$30.6M Buy
237,028
+198,723
+519% +$30.7M 6.72% 5
2019
Q4 		$5.78M Sell
38,305
-100,469
-72% -$15.7M 1.27% 21
2019
Q3 		$21M Buy
138,774
+5,552
+4% +$837K 4.74% 6
2019
Q2 		$20M Sell
133,222
-52,229
-28% -$7.69M 4.48% 7
2019
Q1 		$26.8M Buy
185,451
+101,516
+121% +$14.2M 7.18% 5
2018
Q4 		$10.6M Buy
+83,935
New +$11.6M 3.66% 7

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

Elm Partners Management's VTI Position: Q1 2026 in Review

Elm Partners Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.6% in Q1 2026, selling an estimated $12M and leaving 960,162 shares worth $299M. The position accounts for 12.97% of the portfolio, ranked #1.

Elm Partners Management first reported a position in VTI in Q4 2018 and has held it in 30 quarters since. The position peaked at $334M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Elm Partners Management held 960,162 shares of Vanguard Total Stock Market ETF worth $299M as of Q1 2026.
  • Elm Partners Management sold 35,856 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $12M.
  • Vanguard Total Stock Market ETF made up 12.97% of Elm Partners Management's portfolio in Q1 2026, its #1 holding.
  • Elm Partners Management first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Elm Partners Management's Vanguard Total Stock Market ETF position peaked at $334M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.