Focus Partners Wealth
VTI icon

Focus Partners Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Focus Partners Wealth’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 		$881M Buy
2,745,961
+196,376
+8% +$65.9M 0.98% 17
2025
Q4 		$855M Buy
2,549,585
+785,256
+45% +$261M 0.97% 18
2025
Q3 		$582M Buy
1,764,329
+317,734
+22% +$100M 0.94% 26
2025
Q2 		$440M Buy
1,446,595
+323,766
+29% +$91.1M 0.95% 21
2025
Q1 		$309M Sell
1,122,829
-279,855
-20% -$81.3M 0.77% 26
2024
Q4 		$407M Buy
1,402,684
+60,109
+4% +$17.5M 1.06% 17
2024
Q3 		$380M Buy
1,342,575
+221,809
+20% +$60.5M 1.21% 14
2024
Q2 		$300M Buy
1,120,766
+609,078
+119% +$158M 1.01% 15
2024
Q1 		$133M Buy
511,688
+19,904
+4% +$4.92M 1.08% 14
2023
Q4 		$117M Buy
+491,784
New +$109M 1.53% 8

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 $376B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return