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FWG Investments’s Vanguard Total Stock Market ETF VTI Stock Holding History

FWG Investments’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 		$982K Buy
3,060
+1,098
+56% +$368K 0.62% 47
2025
Q4 		$658K Buy
1,962
+189
+11% +$62.9K 0.42% 60
2025
Q3 		$582K Buy
1,773
+672
+61% +$212K 0.4% 61
2025
Q2 		$335K Buy
+1,101
New +$310K 0.25% 77
2025
Q1 		– Sell
-1,009
Closed -$292K – 121
2024
Q4 		$292K Buy
1,009
+150
+17% +$43.8K 0.23% 99
2024
Q3 		$243K Buy
+859
New +$234K 0.21% 105

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

FWG Investments's VTI Position: Q1 2026 in Review

FWG Investments increased its Vanguard Total Stock Market ETF (VTI) stake by 56% in Q1 2026, buying an estimated $368K and bringing the position to 3,060 shares worth $982K. The position accounts for 0.62% of the portfolio, ranked #47.

FWG Investments first reported a position in VTI in Q3 2024 and has held it in 6 quarters since. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • FWG Investments held 3,060 shares of Vanguard Total Stock Market ETF worth $982K as of Q1 2026.
  • FWG Investments bought 1,098 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $368K.
  • Vanguard Total Stock Market ETF made up 0.62% of FWG Investments's portfolio in Q1 2026, its #47 holding.
  • FWG Investments first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 6 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.