Gen-Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gen-Wealth Partners’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	$368K	Sell	281,762 -42	-0%	-$14.1K	0.12%	167
2025 Q4	$386K	Buy	281,804 +281,495	+91,099%	+$93.6M	0.12%	176
2025 Q3	$101K	Buy	309 +59	+24%	+$18.6K	0.03%	321
2025 Q2	$75.9K	Hold	250	–	–	0.03%	308
2025 Q1	$68.6K	Buy	250 +1	+0.4%	+$291	0.03%	310
2024 Q4	$72.2K	Hold	249	–	–	0.03%	331
2024 Q3	$71.2K	Sell	249 -23	-8%	-$6.27K	0.03%	350
2024 Q2	$72.8K	Buy	272 +52	+24%	+$13.5K	0.04%	330
2024 Q1	$57.2K	Buy	+220	New	+$54.4K	0.03%	360

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 $52B AUM 24.53% 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 $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gen-Wealth Partners's VTI Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.01% in Q1 2026, selling an estimated $14.1K and leaving 281,762 shares worth $368K. The position accounts for 0.12% of the portfolio, ranked #167.

Gen-Wealth Partners first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $386K in Q4 2025. 3,562 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Gen-Wealth Partners held 281,762 shares of Vanguard Morningstar Total Stock Market ETF worth $368K as of Q1 2026.
Gen-Wealth Partners sold 42 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $14.1K.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of Gen-Wealth Partners's portfolio in Q1 2026, its #167 holding.
Gen-Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $386K in Q4 2025.
3,562 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.