FP
VTI icon

Financial Perspectives’s Vanguard Total Stock Market ETF VTI Stock Holding History

Financial Perspectives’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 		$791K Buy
2,467
+80
+3% +$26.8K 0.22% 67
2025
Q4 		$800K Buy
2,387
+30
+1% +$9.98K 0.22% 67
2025
Q3 		$773K Sell
2,357
-8
-0.3% -$2.53K 0.21% 65
2025
Q2 		$719K Buy
2,365
+29
+1% +$8.16K 0.22% 67
2025
Q1 		$642K Buy
2,336
+8
+0.3% +$2.32K 0.22% 63
2024
Q4 		$675K Buy
2,328
+2
+0.1% +$584 0.23% 65
2024
Q3 		$659K Sell
2,326
-54
-2% -$14.7K 0.23% 62
2024
Q2 		$637K Hold
2,380
– – 0.24% 59
2024
Q1 		$619K Buy
2,380
+6
+0.3% +$1.48K 0.23% 61
2023
Q4 		$563K Buy
2,374
+10
+0.4% +$2.21K 0.23% 63
2023
Q3 		$502K Buy
2,364
+26
+1% +$5.75K 0.23% 64
2023
Q2 		$515K Buy
2,338
+360
+18% +$75.1K 0.23% 67
2023
Q1 		$404K Buy
1,978
+1
+0.1% +$200 0.19% 73
2022
Q4 		$378K Buy
1,977
+2
+0.1% +$385 0.19% 72
2022
Q3 		$354K Buy
1,975
+2
+0.1% +$399 0.2% 75
2022
Q2 		$372K Buy
1,973
+1
+0.1% +$205 0.21% 68
2022
Q1 		$449K Sell
1,972
-169
-8% -$38K 0.21% 69
2021
Q4 		$517K Buy
2,141
+2
+0.1% +$472 0.24% 59
2021
Q3 		$475K Buy
2,139
+2
+0.1% +$456 0.24% 66
2021
Q2 		$476K Sell
2,137
-478,298
-100% -$104M 0.23% 71
2021
Q1 		$2.32M Buy
480,435
+477,904
+18,882% +$96.7M 0.12% 134
2020
Q4 		$493K Sell
2,531
-40
-2% -$7.31K 0.28% 60
2020
Q3 		$438K Sell
2,571
-255
-9% -$42.9K 0.29% 52
2020
Q2 		$442K Buy
2,826
+9
+0.3% +$1.33K 0.32% 49
2020
Q1 		$363K Buy
2,817
+296
+12% +$45.8K 0.29% 45
2019
Q4 		$413K Buy
+2,521
New +$395K 0.28% 46

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

Financial Perspectives's VTI Position: Q1 2026 in Review

Financial Perspectives increased its Vanguard Total Stock Market ETF (VTI) stake by 3.4% in Q1 2026, buying an estimated $26.8K and bringing the position to 2,467 shares worth $791K. The position accounts for 0.22% of the portfolio, ranked #67.

Financial Perspectives first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.32M in Q1 2021. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Financial Perspectives held 2,467 shares of Vanguard Total Stock Market ETF worth $791K as of Q1 2026.
  • Financial Perspectives bought 80 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $26.8K.
  • Vanguard Total Stock Market ETF made up 0.22% of Financial Perspectives's portfolio in Q1 2026, its #67 holding.
  • Financial Perspectives first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Vanguard Total Stock Market ETF position peaked at $2.32M in Q1 2021.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.