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Jacobs Equity’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Jacobs Equity’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 		– Sell
-1,965
Closed -$659K – 109
2025
Q4 		$659K Buy
+1,965
New +$654K 0.63% 47

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jacobs Equity's VTI Position: Q1 2026 in Review

Jacobs Equity sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 1,965 shares — an estimated $659K sold.

Jacobs Equity first reported a position in VTI in Q4 2025 and held it in 1 quarter. The position peaked at $659K in Q4 2025. 3,574 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Jacobs Equity reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Jacobs Equity sold 1,965 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $659K.
  • Jacobs Equity first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and held it in 1 quarter.
  • Jacobs Equity's Vanguard Morningstar Total Stock Market ETF position peaked at $659K in Q4 2025.
  • 3,574 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Jacobs Equity's 13F filing for Q1 2026, filed 14 May 2026.