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Flagship Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Flagship Wealth Advisors’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 		$56.8K Sell
187
-45
-19% -$15.1K 0.02% 187
2025
Q4 		$77.8K Hold
232
– – 0.02% 184
2025
Q3 		$76.1K Buy
232
+45
+24% +$14.2K 0.03% 185
2025
Q2 		$56.8K Hold
187
– – 0.02% 202
2025
Q1 		$51.4K Hold
187
– – 0.02% 200
2024
Q4 		$54.2K Buy
+187
New +$54.6K 0.03% 184

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

Flagship Wealth Advisors's VTI Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 19% in Q1 2026, selling an estimated $15.1K and leaving 187 shares worth $56.8K. The position accounts for 0.02% of the portfolio, ranked #187.

Flagship Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.8K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Flagship Wealth Advisors held 187 shares of Vanguard Total Stock Market ETF worth $56.8K as of Q1 2026.
  • Flagship Wealth Advisors sold 45 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $15.1K.
  • Vanguard Total Stock Market ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q1 2026, its #187 holding.
  • Flagship Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $77.8K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.