FNWM
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Financial Network Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Network 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 		$266K Sell
831
-1
-0.1% -$336 0.08% 97
2025
Q4 		$278K Sell
832
-1
-0.1% -$333 0.09% 96
2025
Q3 		$278K Buy
+833
New +$263K 0.09% 93
2025
Q1 		$229K Sell
836
-2
-0.2% -$581 0.08% 105
2024
Q4 		$242K Hold
838
– – 0.09% 100
2024
Q3 		$238K Sell
838
-3
-0.4% -$818 0.09% 105
2024
Q2 		$225K Buy
+841
New +$218K 0.09% 100
2024
Q1 		– Sell
-940
Closed -$222K – 103
2023
Q4 		$222K Sell
940
-497
-35% -$110K 0.1% 99
2023
Q3 		$304K Buy
1,437
+456
+46% +$101K 0.15% 73
2023
Q2 		$223K Buy
+981
New +$205K 0.1% 92
2023
Q1 		– Sell
-1,180
Closed -$226K – 105
2022
Q4 		$226K Sell
1,180
-1,186
-50% -$229K 0.12% 90
2022
Q3 		$425K Sell
2,366
-2,447
-51% -$488K 0.27% 48
2022
Q2 		$908K Buy
4,813
+841
+21% +$173K 0.54% 32
2022
Q1 		$904K Buy
3,972
+751
+23% +$169K 0.47% 32
2021
Q4 		$778K Sell
3,221
-44
-1% -$10.4K 0.39% 34
2021
Q3 		$725K Sell
3,265
-413
-11% -$94.2K 0.41% 32
2021
Q2 		$820K Buy
3,678
+2,075
+129% +$450K 0.48% 30
2021
Q1 		$331K Buy
1,603
+237
+17% +$48K 0.22% 68
2020
Q4 		$266K Buy
+1,366
New +$250K 0.21% 74

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

Financial Network Wealth Management's VTI Position: Q1 2026 in Review

Financial Network Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.12% in Q1 2026, selling an estimated $336 and leaving 831 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #97.

Financial Network Wealth Management first reported a position in VTI in Q4 2020 and has held it in 19 quarters since. The position peaked at $908K in Q2 2022. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Financial Network Wealth Management held 831 shares of Vanguard Morningstar Total Stock Market ETF worth $266K as of Q1 2026.
  • Financial Network Wealth Management sold 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2026, an estimated $336.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Financial Network Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Financial Network Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 19 quarters since.
  • Financial Network Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $908K in Q2 2022.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.