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FinDec Wealth Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

FinDec Wealth Services’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 		$2.38M Sell
7,404
-261
-3% -$87.6K 2.9% 9
2025
Q4 		$2.57M Sell
7,665
-453
-6% -$151K 2.76% 9
2025
Q3 		$2.66M Sell
8,118
-485
-6% -$153K 2.76% 9
2025
Q2 		$2.61M Sell
8,603
-2,742
-24% -$771K 2.73% 10
2025
Q1 		$3.12M Buy
+11,345
New +$3.3M 3.08% 9

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

FinDec Wealth Services's VTI Position: Q1 2026 in Review

FinDec Wealth Services reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.4% in Q1 2026, selling an estimated $87.6K and leaving 7,404 shares worth $2.38M. The position accounts for 2.9% of the portfolio, ranked #9.

FinDec Wealth Services first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.12M in Q1 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • FinDec Wealth Services held 7,404 shares of Vanguard Total Stock Market ETF worth $2.38M as of Q1 2026.
  • FinDec Wealth Services sold 261 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $87.6K.
  • Vanguard Total Stock Market ETF made up 2.9% of FinDec Wealth Services's portfolio in Q1 2026, its #9 holding.
  • FinDec Wealth Services first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • FinDec Wealth Services's Vanguard Total Stock Market ETF position peaked at $3.12M in Q1 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.