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

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

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.