Invictus Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Invictus Private Wealth’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	$235K	Buy	732 +4	+0.5%	+$1.34K	0.01%	76
2025 Q4	$244K	Buy	728 +97	+15%	+$32.3K	0.01%	70
2025 Q3	$207K	Sell	631 -343	-35%	-$108K	0.01%	78
2025 Q2	$296K	Sell	974 -272	-22%	-$76.5K	0.02%	71
2025 Q1	$342K	Buy	1,246 +435	+54%	+$126K	0.03%	65
2024 Q4	$235K	Buy	811 +19	+2%	+$5.54K	0.02%	77
2024 Q3	$224K	Buy	792 +10	+1%	+$2.73K	0.02%	81
2024 Q2	$209K	Buy	782 +1	+0.1%	+$259	0.02%	83
2024 Q1	$203K	Buy	+781	New	+$193K	0.02%	90

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invictus Private Wealth's VTI Position: Q1 2026 in Review

Invictus Private Wealth increased its Vanguard Total Stock Market ETF (VTI) stake by 0.55% in Q1 2026, buying an estimated $1.34K and bringing the position to 732 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #76.

Invictus Private Wealth first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $342K in Q1 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Invictus Private Wealth held 732 shares of Vanguard Total Stock Market ETF worth $235K as of Q1 2026.
Invictus Private Wealth bought 4 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.34K.
Vanguard Total Stock Market ETF made up 0.01% of Invictus Private Wealth's portfolio in Q1 2026, its #76 holding.
Invictus Private Wealth first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
Invictus Private Wealth's Vanguard Total Stock Market ETF position peaked at $342K in Q1 2025.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Invictus Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.