FIM
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Freedom Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Freedom Investment 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 		– Sell
-868
Closed -$291K – 118
2025
Q4 		$291K Hold
868
– – 0.08% 89
2025
Q3 		$285K Sell
868
-553
-39% -$175K 0.08% 117
2025
Q2 		$432K Buy
1,421
+569
+67% +$160K 0.03% 488
2025
Q1 		$234K Buy
+852
New +$248K 0.02% 666
2019
Q1 		– Sell
-79,198
Closed -$10.1M – 790
2018
Q4 		$10.1M Buy
+79,198
New +$10.9M 0.79% 19
2017
Q2 		– Sell
-1,798
Closed -$218K – 1129
2017
Q1 		$218K Sell
1,798
-85
-5% -$10.2K 0.01% 928
2016
Q4 		$217K Buy
+1,883
New +$212K 0.01% 865
2016
Q2 		– Sell
-2,299
Closed -$241K – 904
2016
Q1 		$241K Buy
2,299
+273
+13% +$27.1K 0.02% 659
2015
Q4 		$211K Buy
+2,026
New +$213K 0.02% 690
2013
Q4 		– Sell
-5,322
Closed -$466K – 452
2013
Q3 		$466K Buy
+5,322
New +$463K 0.13% 133

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

Freedom Investment Management's VTI Position: Q1 2026 in Review

Freedom Investment Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 868 shares — an estimated $291K sold.

Freedom Investment Management first reported a position in VTI in Q3 2013 and held it in 10 quarters. The position peaked at $10.1M in Q4 2018. 3,550 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Freedom Investment Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Freedom Investment Management sold 868 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $291K.
  • Freedom Investment Management first reported a position in Vanguard Total Stock Market ETF in Q3 2013 and held it in 10 quarters.
  • Freedom Investment Management's Vanguard Total Stock Market ETF position peaked at $10.1M in Q4 2018.
  • 3,550 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.