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IBEX Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

IBEX Wealth Advisors’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 		$924K Buy
+2,882
New +$967K 0.09% 114
2025
Q4 		– Sell
-2,873
Closed -$943K – 203
2025
Q3 		$943K Buy
2,873
+5
+0.2% +$1.58K 0.09% 118
2025
Q2 		$872K Buy
+2,868
New +$807K 0.09% 119
2025
Q1 		– Sell
-2,892
Closed -$838K – 214
2024
Q4 		$838K Buy
+2,892
New +$844K 0.1% 122
2023
Q1 		– Sell
-2,645
Closed -$506K – 180
2022
Q4 		$506K Buy
+2,645
New +$510K 0.11% 125
2022
Q3 		– Sell
-8,383
Closed -$1.58M – 167
2022
Q2 		$1.58M Sell
8,383
-2,712
-24% -$557K 0.36% 87
2022
Q1 		$2.53M Buy
11,095
+1,353
+14% +$304K 0.48% 75
2021
Q4 		$2.35M Buy
9,742
+923
+10% +$218K 0.42% 82
2021
Q3 		$1.96M Buy
8,819
+1,462
+20% +$333K 0.38% 88
2021
Q2 		$1.64M Buy
+7,357
New +$1.6M 0.33% 94
2020
Q1 		– Sell
-10,652
Closed -$1.74M – 116
2019
Q4 		$1.74M Sell
10,652
-538
-5% -$84.3K 0.53% 71
2019
Q3 		$1.69M Sell
11,190
-206
-2% -$31.1K 0.56% 73
2019
Q2 		$1.71M Buy
+11,396
New +$1.68M 0.49% 83
2018
Q4 		– Sell
-14,745
Closed -$2.21M – 102
2018
Q3 		$2.21M Sell
14,745
-1,094
-7% -$161K 0.79% 55
2018
Q2 		$2.1M Hold
15,839
– – 0.84% 56
2018
Q1 		$2.1M Buy
+15,839
New +$2.22M 0.85% 55
2017
Q4 		– Sell
-14,856
Closed -$1.95M – 142
2017
Q3 		$1.95M Buy
14,856
+516
+4% +$65.3K 0.72% 57
2017
Q2 		$1.79M Buy
+14,340
New +$1.77M 0.7% 60
2017
Q1 		– Sell
-12,872
Closed -$1.5M – 388
2016
Q4 		$1.5M Buy
12,872
+1,158
+10% +$130K 0.72% 53
2016
Q3 		$1.3M Buy
+11,714
New +$1.3M 0.72% 50

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

IBEX Wealth Advisors's VTI Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Vanguard Total Stock Market ETF (VTI) in Q1 2026: 2,882 shares worth $924K. The stake represents 0.09% of the portfolio and ranks #114 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in VTI as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in VTI in Q3 2016 and has held it in 20 quarters since. The position peaked at $2.53M in Q1 2022. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • IBEX Wealth Advisors held 2,882 shares of Vanguard Total Stock Market ETF worth $924K as of Q1 2026.
  • Vanguard Total Stock Market ETF was a new IBEX Wealth Advisors position in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.09% of IBEX Wealth Advisors's portfolio in Q1 2026, its #114 holding.
  • IBEX Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2016 and has held it in 20 quarters since.
  • IBEX Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $2.53M in Q1 2022.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.