IWN
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Independent Wealth Network’s Vanguard Total Stock Market ETF VTI Stock Holding History

Independent Wealth Network’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
Q2 		$945K Buy
+2,555
New +$914K 0.24% 112
2022
Q1 		– Sell
-3,265
Closed -$788K – 242
2021
Q4 		$788K Buy
3,265
+67
+2% +$15.8K 0.49% 51
2021
Q3 		$769K Buy
+3,198
New +$729K 0.5% 52

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Independent Wealth Network's VTI Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Vanguard Total Stock Market ETF (VTI) in Q2 2026: 2,555 shares worth $945K. The stake represents 0.24% of the portfolio and ranks #112 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in VTI as recently as Q4 2021.

Independent Wealth Network first reported a position in VTI in Q3 2021 and has held it in 3 quarters since. 1,416 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Independent Wealth Network held 2,555 shares of Vanguard Total Stock Market ETF worth $945K as of Q2 2026.
  • Vanguard Total Stock Market ETF was a new Independent Wealth Network position in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.24% of Independent Wealth Network's portfolio in Q2 2026, its #112 holding.
  • Independent Wealth Network first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and has held it in 3 quarters since.
  • 1,416 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.