FIM
VTI icon

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

FWL 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 		$38.5K Sell
120
-218
-64% -$73.1K 0.01% 183
2025
Q4 		$113K Buy
338
+185
+121% +$61.5K 0.03% 112
2025
Q3 		$50.2K Hold
153
– – 0.01% 148
2025
Q2 		$46.5K Hold
153
– – 0.01% 152
2025
Q1 		$42.1K Hold
153
– – 0.02% 145
2024
Q4 		$44.3K Hold
153
– – 0.02% 151
2024
Q3 		$43.3K Hold
153
– – 0.02% 129
2024
Q2 		$40.9K Buy
+153
New +$39.6K 0.02% 122
2021
Q1 		– Sell
-1,033
Closed -$201K – 55
2020
Q4 		$201K Buy
+1,033
New +$189K 0.15% 48

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

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

FWL Investment Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 64% in Q1 2026, selling an estimated $73.1K and leaving 120 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #183.

FWL Investment Management first reported a position in VTI in Q4 2020 and has held it in 9 quarters since. The position peaked at $201K in Q4 2020. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • FWL Investment Management held 120 shares of Vanguard Total Stock Market ETF worth $38.5K as of Q1 2026.
  • FWL Investment Management sold 218 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $73.1K.
  • Vanguard Total Stock Market ETF made up 0.01% of FWL Investment Management's portfolio in Q1 2026, its #183 holding.
  • FWL Investment Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 9 quarters since.
  • FWL Investment Management's Vanguard Total Stock Market ETF position peaked at $201K in Q4 2020.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.