Forte Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Forte Asset 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	$346K	Hold	1,080	–	–	0.15%	64
2025 Q4	$362K	Hold	1,080	–	–	0.16%	62
2025 Q3	$355K	Hold	1,080	–	–	0.17%	63
2025 Q2	$329K	Hold	1,080	–	–	0.17%	60
2025 Q1	$297K	Hold	1,080	–	–	0.15%	63
2024 Q4	$313K	Hold	1,080	–	–	0.17%	59
2024 Q3	$307K	Hold	1,080	–	–	0.16%	60
2024 Q2	$290K	Hold	1,080	–	–	0.17%	57
2024 Q1	$281K	Hold	1,080	–	–	0.17%	54
2023 Q4	$256K	Hold	1,080	–	–	0.18%	53
2023 Q3	$229K	Hold	1,080	–	–	0.15%	50
2023 Q2	$238K	Hold	1,080	–	–	0.15%	56
2023 Q1	$220K	Buy	+1,080	New	+$216K	0.15%	58

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Forte Asset Management's VTI Position: Q1 2026 in Review

Forte Asset Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,080 shares worth $346K. The position accounts for 0.15% of the portfolio, ranked #64.

Forte Asset Management first reported a position in VTI in Q1 2023 and has held it in 13 quarters since. The position peaked at $362K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Forte Asset Management held 1,080 shares of Vanguard Total Stock Market ETF worth $346K as of Q1 2026.
Forte Asset Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Total Stock Market ETF made up 0.15% of Forte Asset Management's portfolio in Q1 2026, its #64 holding.
Forte Asset Management first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
Forte Asset Management's Vanguard Total Stock Market ETF position peaked at $362K in Q4 2025.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.