Institute for Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.6M | Buy |
4,976
+204
| +4% | +$68.4K | 0.17% | 130 |
|
|
2025
Q4 | $1.6M | Hold |
4,772
| – | – | 0.17% | 126 |
|
|
2025
Q3 | $1.57M | Buy |
4,772
+125
| +3% | +$39.5K | 0.16% | 131 |
|
|
2025
Q2 | $1.41M | Buy |
4,647
+4
| +0.1% | +$1.13K | 0.16% | 134 |
|
|
2025
Q1 | $1.28M | Buy |
4,643
+3,781
| +439% | +$1.1M | 0.16% | 137 |
|
|
2024
Q4 | $250K | Sell |
862
-23
| -3% | -$6.71K | 0.03% | 443 |
|
|
2024
Q3 | $251K | Buy |
+885
| New | +$241K | 0.03% | 460 |
|
|
2024
Q2 | – | Sell |
-1,480
| Closed | -$385K | – | 524 |
|
|
2024
Q1 | $385K | Sell |
1,480
-110
| -7% | -$27.2K | 0.05% | 335 |
|
|
2023
Q4 | $377K | Sell |
1,590
-7
| -0.4% | -$1.55K | 0.06% | 324 |
|
|
2023
Q3 | $339K | Sell |
1,597
-6
| -0.4% | -$1.33K | 0.06% | 326 |
|
|
2023
Q2 | $353K | Buy |
1,603
+37
| +2% | +$7.72K | 0.06% | 328 |
|
|
2023
Q1 | $320K | Sell |
1,566
-404
| -21% | -$80.9K | 0.06% | 334 |
|
|
2022
Q4 | $377K | Sell |
1,970
-47
| -2% | -$9.06K | 0.08% | 312 |
|
|
2022
Q3 | $362K | Buy |
2,017
+761
| +61% | +$152K | 0.08% | 299 |
|
|
2022
Q2 | $237K | Sell |
1,256
-286
| -19% | -$58.8K | 0.05% | 456 |
|
|
2022
Q1 | $351K | Sell |
1,542
-285
| -16% | -$64.1K | 0.06% | 377 |
|
|
2021
Q4 | $441K | Hold |
1,827
| – | – | 0.07% | 301 |
|
|
2021
Q3 | $406K | Buy |
1,827
+709
| +63% | +$162K | 0.07% | 312 |
|
|
2021
Q2 | $249K | Buy |
1,118
+105
| +10% | +$22.8K | 0.04% | 420 |
|
|
2021
Q1 | $209K | Buy |
+1,013
| New | +$205K | 0.04% | 440 |
|
|
2020
Q1 | – | Sell |
-10,715
| Closed | -$1.75M | – | 674 |
|
|
2019
Q4 | $1.75M | Sell |
10,715
-31,052
| -74% | -$4.87M | 0.4% | 54 |
|
|
2019
Q3 | $6.31M | Sell |
41,767
-429
| -1% | -$64.7K | 1.59% | 6 |
|
|
2019
Q2 | $6.33M | Sell |
42,196
-8,140
| -16% | -$1.2M | 1.4% | 7 |
|
|
2019
Q1 | $7.29M | Buy |
+50,336
| New | +$7.02M | 1.58% | 6 |
|
|
2018
Q4 | – | Sell |
-35,018
| Closed | -$5.25M | – | 351 |
|
|
2018
Q3 | $5.25M | Sell |
35,018
-6,982
| -17% | -$1.03M | 1.77% | 7 |
|
|
2018
Q2 | $5.9M | Buy |
42,000
+2,731
| +7% | +$381K | 1.88% | 8 |
|
|
2018
Q1 | $5.35M | Buy |
39,269
+18,962
| +93% | +$2.66M | 1.58% | 7 |
|
|
2017
Q4 | $2.81M | Sell |
20,307
-27,364
| -57% | -$3.66M | 0.65% | 34 |
|
|
2017
Q3 | $6.18M | Sell |
47,671
-9,628
| -17% | -$1.22M | 2.01% | 4 |
|
|
2017
Q2 | $7.13M | Buy |
+57,299
| New | +$7.06M | 1.96% | 3 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
Institute for Wealth Management's VTI Position: Q1 2026 in Review
Institute for Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 4.3% in Q1 2026, buying an estimated $68.4K and bringing the position to 4,976 shares worth $1.6M. The position accounts for 0.17% of the portfolio, ranked #130.
Institute for Wealth Management first reported a position in VTI in Q2 2017 and has held it in 30 quarters since. The position peaked at $7.29M in Q1 2019. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.
- Institute for Wealth Management held 4,976 shares of Vanguard Total Stock Market ETF worth $1.6M as of Q1 2026.
- Institute for Wealth Management bought 204 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $68.4K.
- Vanguard Total Stock Market ETF made up 0.17% of Institute for Wealth Management's portfolio in Q1 2026, its #130 holding.
- Institute for Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2017 and has held it in 30 quarters since.
- Institute for Wealth Management's Vanguard Total Stock Market ETF position peaked at $7.29M in Q1 2019.
- 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.