JTWM
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Jackson Thornton Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Jackson Thornton Wealth Management’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 		$260K Hold
777
– – 0.02% 218
2025
Q4 		$265K Hold
777
– – 0.03% 228
2025
Q3 		$258K Hold
777
– – 0.03% 214
2025
Q2 		$237K Hold
777
– – 0.03% 113
2025
Q1 		$201K Buy
+777
New +$226K 0.03% 94

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

Jackson Thornton Wealth Management's VTI Position: Q1 2026 in Review

Jackson Thornton Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 777 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #218.

Jackson Thornton Wealth Management first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $265K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Jackson Thornton Wealth Management held 777 shares of Vanguard Total Stock Market ETF worth $260K as of Q1 2026.
  • Jackson Thornton Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #218 holding.
  • Jackson Thornton Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Jackson Thornton Wealth Management's Vanguard Total Stock Market ETF position peaked at $265K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.