JIP
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Jaffetilchin Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Jaffetilchin Investment Partners’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 		$65.4M Sell
203,875
-31,588
-13% -$10.6M 3.89% 4
2025
Q4 		$78.9M Buy
235,463
+1,867
+0.8% +$621K 4.62% 3
2025
Q3 		$76.7M Buy
233,596
+566
+0.2% +$179K 4.59% 3
2025
Q2 		$70.8M Buy
233,030
+6,209
+3% +$1.75M 4.63% 3
2025
Q1 		$62.3M Sell
226,821
-653
-0.3% -$190K 4.52% 3
2024
Q4 		$65.9M Buy
227,474
+6,409
+3% +$1.87M 4.77% 3
2024
Q3 		$62.6M Sell
221,065
-5,056
-2% -$1.38M 4.73% 3
2024
Q2 		$60.5M Buy
226,121
+19,948
+10% +$5.16M 5.17% 3
2024
Q1 		$53.6M Buy
206,173
+10,032
+5% +$2.48M 4.8% 2
2023
Q4 		$46.5M Buy
196,141
+15,258
+8% +$3.37M 4.54% 3
2023
Q3 		$38.4M Buy
180,883
+2,859
+2% +$633K 4.24% 4
2023
Q2 		$39.2M Buy
178,024
+6,881
+4% +$1.44M 4.14% 5
2023
Q1 		$34.9M Buy
171,143
+12,131
+8% +$2.43M 3.97% 5
2022
Q4 		$30.4M Sell
159,012
-25,426
-14% -$4.9M 3.71% 5
2022
Q3 		$33.1M Buy
184,438
+4,933
+3% +$983K 4.25% 3
2022
Q2 		$33.9M Sell
179,505
-5,404
-3% -$1.11M 4% 4
2022
Q1 		$36.2M Sell
184,909
-30,543
-14% -$6.87M 4.26% 3
2021
Q4 		$52M Buy
215,452
+2,890
+1% +$682K 4.92% 3
2021
Q3 		$47.2M Sell
212,562
-209,667
-50% -$47.8M 5.02% 2
2021
Q2 		$87.9M Buy
422,229
+240,191
+132% +$52.1M 6.07% 2
2021
Q1 		$37.6M Sell
182,038
-38,164
-17% -$7.72M 4.43% 3
2020
Q4 		$42.9M Buy
220,202
+5,079
+2% +$928K 6.08% 2
2020
Q3 		$36.6M Buy
215,123
+388
+0.2% +$65.3K 6.76% 2
2020
Q2 		$33.6M Sell
214,735
-2,835
-1% -$418K 7.41% 2
2020
Q1 		$28M Sell
217,570
-73,944
-25% -$11.4M 9.91% 2
2019
Q4 		$47.7M Buy
291,514
+1,470
+0.5% +$230K 10.29% 2
2019
Q3 		$43.8M Sell
290,044
-6,609
-2% -$996K 10.46% 2
2019
Q2 		$44.5M Buy
296,653
+15,800
+6% +$2.33M 10.37% 2
2019
Q1 		$40.6M Sell
280,853
-32,340
-10% -$4.51M 9.03% 3
2018
Q4 		$40M Buy
313,193
+28,075
+10% +$3.88M 9.98% 3
2018
Q3 		$42.7M Buy
285,118
+21,252
+8% +$3.13M 9.01% 2
2018
Q2 		$37.1M Buy
263,866
+5,104
+2% +$712K 8.24% 2
2018
Q1 		$35.1M Buy
258,762
+109,990
+74% +$15.4M 7.87% 2
2017
Q4 		$20.4M Sell
148,772
-82,669
-36% -$11.1M 6.8% 2
2017
Q3 		$30M Buy
231,441
+76,357
+49% +$9.67M 7.06% 2
2017
Q2 		$19.3M Sell
155,084
-66,119
-30% -$8.15M 6.53% 2
2017
Q1 		$26.8M Sell
221,203
-1,474
-0.7% -$177K 6.82% 2
2016
Q4 		$25.7M Sell
222,677
-4,158
-2% -$468K 7.65% 1
2016
Q3 		$25.3M Sell
226,835
-5,666
-2% -$628K 8.02% 1
2016
Q2 		$24.9M Sell
232,501
-2,978
-1% -$316K 7.55% 1
2016
Q1 		$24.7M Buy
+235,479
New +$23.3M 7.8% 1

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

Jaffetilchin Investment Partners's VTI Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q1 2026, selling an estimated $10.6M and leaving 203,875 shares worth $65.4M. The position accounts for 3.89% of the portfolio, ranked #4.

Jaffetilchin Investment Partners first reported a position in VTI in Q1 2016 and has held it in 41 quarters since. The position peaked at $87.9M in Q2 2021. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Jaffetilchin Investment Partners held 203,875 shares of Vanguard Morningstar Total Stock Market ETF worth $65.4M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 31,588 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $10.6M.
  • Vanguard Morningstar Total Stock Market ETF made up 3.89% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #4 holding.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 41 quarters since.
  • Jaffetilchin Investment Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $87.9M in Q2 2021.
  • 3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.