Horizons Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Horizons 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	$568K	Hold	1,772	–	–	0.37%	41
2025 Q4	$594K	Buy	1,772 +136	+8%	+$45.2K	0.39%	41
2025 Q3	$537K	Buy	1,636 +4	+0.2%	+$1.26K	0.37%	40
2025 Q2	$496K	Buy	1,632 +12	+0.7%	+$3.38K	0.35%	40
2025 Q1	$445K	Sell	1,620 -230	-12%	-$66.8K	0.33%	41
2024 Q4	$536K	Buy	1,850 +57	+3%	+$16.6K	0.41%	37
2024 Q3	$508K	Sell	1,793 -46	-3%	-$12.5K	0.39%	36
2024 Q2	$498K	Buy	1,839 +16	+0.9%	+$4.14K	0.39%	37
2024 Q1	$432K	Hold	1,823	–	–	0.28%	42
2023 Q4	$432K	Sell	1,823 -37	-2%	-$8.18K	0.28%	42
2023 Q3	$395K	Buy	1,860 +1	+0.1%	+$221	0.29%	43
2023 Q2	$410K	Hold	1,859	–	–	0.29%	41
2023 Q1	$379K	Sell	1,859 -9	-0.5%	-$1.8K	0.28%	41
2022 Q4	$357K	Sell	1,868 -42	-2%	-$8.09K	0.29%	37
2022 Q3	$343K	Buy	1,910 +5	+0.3%	+$997	0.32%	34
2022 Q2	$409K	Buy	+1,905	New	+$391K	0.33%	34

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $860B AUM 41.15% 1-Year Est. Return

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

Horizons Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,772 shares worth $568K. The position accounts for 0.37% of the portfolio, ranked #41.

Horizons Wealth Management first reported a position in VTI in Q2 2022 and has held it in 16 quarters since. The position peaked at $594K in Q4 2025. 3,574 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Horizons Wealth Management held 1,772 shares of Vanguard Morningstar Total Stock Market ETF worth $568K as of Q1 2026.
Horizons Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.37% of Horizons Wealth Management's portfolio in Q1 2026, its #41 holding.
Horizons Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $594K in Q4 2025.
3,574 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.