HWM
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Heirloom Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Heirloom Wealth 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 		$15.7M Buy
48,881
+48,195
+7,026% +$16.2M 2.83% 11
2025
Q4 		$230K Buy
+686
New +$228K 0.05% 42
2024
Q2 		– Sell
-895
Closed -$233K – 50
2024
Q1 		$233K Sell
895
-442
-33% -$109K 0.08% 46
2023
Q4 		$317K Buy
1,337
+17
+1% +$3.76K 0.12% 44
2023
Q3 		$280K Buy
1,320
+51
+4% +$11.3K 0.12% 46
2023
Q2 		$280K Buy
+1,269
New +$265K 0.12% 46

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 $12.8B AUM 19.73% 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

Heirloom Wealth Management's VTI Position: Q1 2026 in Review

Heirloom Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 7,026% in Q1 2026, buying an estimated $16.2M and bringing the position to 48,881 shares worth $15.7M. The position accounts for 2.83% of the portfolio, ranked #11.

Heirloom Wealth Management first reported a position in VTI in Q2 2023 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Heirloom Wealth Management held 48,881 shares of Vanguard Total Stock Market ETF worth $15.7M as of Q1 2026.
  • Heirloom Wealth Management bought 48,195 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $16.2M.
  • Vanguard Total Stock Market ETF made up 2.83% of Heirloom Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Heirloom Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2023 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.