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IAG Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

IAG Wealth 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 		$1.31M Buy
4,074
+9
+0.2% +$3.02K 0.15% 65
2025
Q4 		$1.36M Sell
4,065
-148
-4% -$49.2K 0.16% 63
2025
Q3 		$1.38M Sell
4,213
-94
-2% -$29.7K 0.17% 61
2025
Q2 		$1.31M Sell
4,307
-39
-0.9% -$11K 0.17% 60
2025
Q1 		$1.19M Sell
4,346
-28
-0.6% -$8.13K 0.19% 57
2024
Q4 		$1.27M Sell
4,374
-166
-4% -$48.4K 0.22% 54
2024
Q3 		$1.29M Sell
4,540
-143
-3% -$39K 0.24% 52
2024
Q2 		$1.25M Sell
4,683
-171
-4% -$44.3K 0.25% 49
2024
Q1 		$1.26M Sell
4,854
-60
-1% -$14.8K 0.27% 47
2023
Q4 		$1.17M Sell
4,914
-10
-0.2% -$2.21K 0.27% 46
2023
Q3 		$1.05M Sell
4,924
-219
-4% -$48.5K 0.29% 41
2023
Q2 		$1.13M Sell
5,143
-449
-8% -$93.7K 0.3% 42
2023
Q1 		$1.14M Sell
5,592
-16
-0.3% -$3.2K 0.32% 39
2022
Q4 		$1.07M Buy
5,608
+41
+0.7% +$7.9K 0.32% 39
2022
Q3 		$999K Sell
5,567
-795
-12% -$158K 0.33% 40
2022
Q2 		$1.2M Buy
6,362
+613
+11% +$126K 0.39% 36
2022
Q1 		$1.31M Sell
5,749
-291
-5% -$65.4K 0.41% 35
2021
Q4 		$1.46M Sell
6,040
-602
-9% -$142K 0.47% 33
2021
Q3 		$1.48M Sell
6,642
-149
-2% -$34K 0.52% 30
2021
Q2 		$1.51M Sell
6,791
-1,219
-15% -$265K 0.54% 27
2021
Q1 		$1.66M Buy
8,010
+347
+5% +$70.2K 0.63% 26
2020
Q4 		$1.49M Sell
7,663
-2,896
-27% -$529K 0.61% 26
2020
Q3 		$1.8M Sell
10,559
-2,097
-17% -$353K 0.83% 23
2020
Q2 		$1.98M Buy
12,656
+62
+0.5% +$9.14K 0.96% 22
2020
Q1 		$1.62M Sell
12,594
-309
-2% -$47.8K 1.08% 19
2019
Q4 		$2.11M Buy
+12,903
New +$2.02M 1.38% 14

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

IAG Wealth Partners's VTI Position: Q1 2026 in Review

IAG Wealth Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 0.22% in Q1 2026, buying an estimated $3.02K and bringing the position to 4,074 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #65.

IAG Wealth Partners first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.11M in Q4 2019. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • IAG Wealth Partners held 4,074 shares of Vanguard Total Stock Market ETF worth $1.31M as of Q1 2026.
  • IAG Wealth Partners bought 9 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $3.02K.
  • Vanguard Total Stock Market ETF made up 0.15% of IAG Wealth Partners's portfolio in Q1 2026, its #65 holding.
  • IAG Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Vanguard Total Stock Market ETF position peaked at $2.11M in Q4 2019.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.