Golden State Equity Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Golden State Equity 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	$4.63M	Buy	14,418 +11,553	+403%	+$3.88M	0.35%	54
2025 Q4	$961K	Sell	2,865 -303	-10%	-$101K	0.16%	153
2025 Q3	$1.04M	Buy	3,168 +548	+21%	+$173K	0.18%	141
2025 Q2	$796K	Buy	2,620 +286	+12%	+$80.4K	0.15%	167
2025 Q1	$642K	Buy	2,334 +296	+15%	+$86K	0.13%	197
2024 Q4	$591K	Buy	2,038 +1,582	+347%	+$462K	0.11%	202
2024 Q3	$129K	Buy	+456	New	+$124K	0.07%	245
2021 Q4	–	Sell	-2,852	Closed	-$633K	–	262
2021 Q3	$633K	Sell	2,852 -10	-0.3%	-$2.28K	0.26%	98
2021 Q2	$638K	Buy	+2,862	New	+$621K	0.25%	103

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 $45.6B AUM 18.83% 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 $377B AUM 19.32% 1-Year Est. Return

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

Golden State Equity Partners's VTI Position: Q1 2026 in Review

Golden State Equity Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 403% in Q1 2026, buying an estimated $3.88M and bringing the position to 14,418 shares worth $4.63M. The position accounts for 0.35% of the portfolio, ranked #54.

Golden State Equity Partners first reported a position in VTI in Q2 2021 and has held it in 9 quarters since. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Golden State Equity Partners held 14,418 shares of Vanguard Total Stock Market ETF worth $4.63M as of Q1 2026.
Golden State Equity Partners bought 11,553 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $3.88M.
Vanguard Total Stock Market ETF made up 0.35% of Golden State Equity Partners's portfolio in Q1 2026, its #54 holding.
Golden State Equity Partners first reported a position in Vanguard Total Stock Market ETF in Q2 2021 and has held it in 9 quarters since.
3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.