JWM
VTI icon

Jeppson Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Jeppson 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 		$1.38M Sell
4,310
-45
-1% -$15.1K 0.43% 60
2025
Q4 		$1.46M Sell
4,355
-126
-3% -$41.9K 0.46% 55
2025
Q3 		$1.47M Buy
4,481
+337
+8% +$106K 0.47% 56
2025
Q2 		$1.26M Hold
4,144
– – 0.44% 61
2025
Q1 		$1.14M Sell
4,144
-456
-10% -$132K 0.42% 64
2024
Q4 		$1.33M Sell
4,600
-146
-3% -$42.6K 0.48% 55
2024
Q3 		$1.34M Buy
4,746
+16
+0.3% +$4.36K 0.48% 56
2024
Q2 		$1.27M Hold
4,730
– – 0.48% 54
2024
Q1 		$1.23M Buy
4,730
+15
+0.3% +$3.71K 0.48% 60
2023
Q4 		$1.12M Buy
4,715
+18
+0.4% +$3.98K 0.46% 62
2023
Q3 		$998K Buy
4,697
+16
+0.3% +$3.54K 0.46% 58
2023
Q2 		$1.03M Sell
4,681
-9
-0.2% -$1.88K 0.45% 60
2023
Q1 		$957K Buy
4,690
+13
+0.3% +$2.6K 0.42% 64
2022
Q4 		$894K Sell
4,677
-647
-12% -$125K 0.38% 62
2022
Q3 		$956K Buy
5,324
+99
+2% +$19.7K 0.43% 52
2022
Q2 		$985K Buy
5,225
+20
+0.4% +$4.11K 0.42% 54
2022
Q1 		$1.19M Buy
5,205
+15
+0.3% +$3.37K 0.55% 47
2021
Q4 		$1.25M Sell
5,190
-348
-6% -$82.2K 0.6% 40
2021
Q3 		$1.23M Buy
5,538
+16
+0.3% +$3.65K 0.64% 34
2021
Q2 		$1.23M Buy
5,522
+16
+0.3% +$3.47K 0.67% 36
2021
Q1 		$1.14M Buy
5,506
+17
+0.3% +$3.44K 0.68% 36
2020
Q4 		$1.07M Buy
5,489
+40
+0.7% +$7.31K 0.71% 35
2020
Q3 		$928K Buy
+5,449
New +$916K 0.73% 34

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 $11.5B AUM 18.72% 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

Jeppson Wealth Management's VTI Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1% in Q1 2026, selling an estimated $15.1K and leaving 4,310 shares worth $1.38M. The position accounts for 0.43% of the portfolio, ranked #60.

Jeppson Wealth Management first reported a position in VTI in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Jeppson Wealth Management held 4,310 shares of Vanguard Total Stock Market ETF worth $1.38M as of Q1 2026.
  • Jeppson Wealth Management sold 45 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $15.1K.
  • Vanguard Total Stock Market ETF made up 0.43% of Jeppson Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Jeppson Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Vanguard Total Stock Market ETF position peaked at $1.47M in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.