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IEQ Capital’s Vanguard Total Stock Market ETF VTI Stock Holding History

IEQ Capital’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 		$391M Buy
1,218,091
+20,427
+2% +$6.85M 1.81% 9
2025
Q4 		$402M Buy
1,197,664
+109,235
+10% +$36.3M 1.2% 9
2025
Q3 		$357M Buy
1,088,429
+352,150
+48% +$111M 1.08% 9
2025
Q2 		$224M Buy
736,279
+59,999
+9% +$16.9M 1.37% 12
2025
Q1 		$186M Buy
676,280
+390,339
+137% +$113M 1.48% 14
2024
Q4 		$82.9M Buy
285,941
+5,619
+2% +$1.64M 0.8% 20
2024
Q3 		$79.4M Buy
280,322
+15,685
+6% +$4.28M 0.97% 17
2024
Q2 		$70.8M Buy
264,637
+11,061
+4% +$2.86M 0.95% 18
2024
Q1 		$65.9M Buy
253,576
+24,260
+11% +$6M 0.95% 20
2023
Q4 		$54.4M Buy
229,316
+1,632
+0.7% +$361K 0.9% 19
2023
Q3 		$48.4M Buy
227,684
+31,071
+16% +$6.88M 0.98% 18
2023
Q2 		$43.3M Buy
196,613
+28,271
+17% +$5.9M 0.87% 21
2023
Q1 		$34.4M Buy
168,342
+4,809
+3% +$963K 0.8% 21
2022
Q4 		$31.3M Buy
163,533
+10,534
+7% +$2.03M 0.88% 21
2022
Q3 		$27.5M Buy
152,999
+50,837
+50% +$10.1M 0.75% 25
2022
Q2 		$19.3M Sell
102,162
-5,275
-5% -$1.08M 0.58% 33
2022
Q1 		$24.5M Buy
107,437
+44,971
+72% +$10.1M 0.58% 29
2021
Q4 		$15.1M Buy
62,466
+22,700
+57% +$5.36M 0.35% 50
2021
Q3 		$8.83M Sell
39,766
-1,744
-4% -$398K 0.23% 59
2021
Q2 		$9.25M Buy
41,510
+676
+2% +$147K 0.27% 55
2021
Q1 		$8.44M Buy
40,834
+177
+0.4% +$35.8K 0.35% 47
2020
Q4 		$7.91M Buy
40,657
+456
+1% +$83.3K 0.35% 56
2020
Q3 		$6.85M Buy
40,201
+2,921
+8% +$491K 0.37% 48
2020
Q2 		$5.84M Sell
37,280
-72,547
-66% -$10.7M 0.38% 46
2020
Q1 		$14.2M Buy
109,827
+76,136
+226% +$11.8M 1.14% 19
2019
Q4 		$5.51M Buy
+33,691
New +$5.28M 0.48% 35

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

IEQ Capital's VTI Position: Q1 2026 in Review

IEQ Capital increased its Vanguard Total Stock Market ETF (VTI) stake by 1.7% in Q1 2026, buying an estimated $6.85M and bringing the position to 1,218,091 shares worth $391M. The position accounts for 1.81% of the portfolio, ranked #9.

IEQ Capital first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $402M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • IEQ Capital held 1,218,091 shares of Vanguard Total Stock Market ETF worth $391M as of Q1 2026.
  • IEQ Capital bought 20,427 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $6.85M.
  • Vanguard Total Stock Market ETF made up 1.81% of IEQ Capital's portfolio in Q1 2026, its #9 holding.
  • IEQ Capital first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Vanguard Total Stock Market ETF position peaked at $402M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.