FPL
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Fortress Private Ledger’s Vanguard Total Stock Market ETF VTI Stock Holding History

Fortress Private Ledger’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 		$283K Buy
881
+204
+30% +$68.4K 0.09% 190
2025
Q4 		$227K Hold
677
– – 0.07% 202
2025
Q3 		$222K Buy
+677
New +$214K 0.08% 186
2025
Q1 		– Sell
-1,189
Closed -$345K – 186
2024
Q4 		$345K Buy
+1,189
New +$347K 0.21% 91

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 $12.8B AUM 19.73% 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

Fortress Private Ledger's VTI Position: Q1 2026 in Review

Fortress Private Ledger increased its Vanguard Total Stock Market ETF (VTI) stake by 30% in Q1 2026, buying an estimated $68.4K and bringing the position to 881 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #190.

Fortress Private Ledger first reported a position in VTI in Q4 2024 and has held it in 4 quarters since. The position peaked at $345K in Q4 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Fortress Private Ledger held 881 shares of Vanguard Total Stock Market ETF worth $283K as of Q1 2026.
  • Fortress Private Ledger bought 204 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $68.4K.
  • Vanguard Total Stock Market ETF made up 0.09% of Fortress Private Ledger's portfolio in Q1 2026, its #190 holding.
  • Fortress Private Ledger first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 4 quarters since.
  • Fortress Private Ledger's Vanguard Total Stock Market ETF position peaked at $345K in Q4 2024.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.