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Gutierrez Wealth Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History

Gutierrez Wealth Advisory’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 		$1.6M Buy
4,989
+1,387
+39% +$465K 0.99% 17
2025
Q4 		$1.21M Buy
3,602
+56
+2% +$18.6K 0.76% 19
2025
Q3 		$1.16M Sell
3,546
-217
-6% -$68.5K 0.74% 21
2025
Q2 		$1.14M Sell
3,763
-3
-0.1% -$844 0.77% 20
2025
Q1 		$1.04M Buy
3,766
+52
+1% +$15.1K 0.84% 16
2024
Q4 		$1.08M Buy
+3,714
New +$1.08M 0.89% 16

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

Gutierrez Wealth Advisory's VTI Position: Q1 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard Total Stock Market ETF (VTI) stake by 39% in Q1 2026, buying an estimated $465K and bringing the position to 4,989 shares worth $1.6M. The position accounts for 0.99% of the portfolio, ranked #17.

Gutierrez Wealth Advisory first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Gutierrez Wealth Advisory held 4,989 shares of Vanguard Total Stock Market ETF worth $1.6M as of Q1 2026.
  • Gutierrez Wealth Advisory bought 1,387 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $465K.
  • Vanguard Total Stock Market ETF made up 0.99% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #17 holding.
  • Gutierrez Wealth Advisory first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.