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

JGP 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
Q3 		$1.92M Sell
5,120
-458
-8% -$172K 0.17% 79
2026
Q2 		$2.06M Sell
5,578
-355
-6% -$127K 0.19% 70
2026
Q1 		$1.9M Buy
5,933
+592
+11% +$199K 0.2% 72
2025
Q4 		$1.79M Sell
5,341
-352
-6% -$117K 0.19% 75
2025
Q3 		$1.88M Sell
5,693
-434
-7% -$137K 0.21% 70
2025
Q2 		$1.86M Buy
6,127
+439
+8% +$123K 0.23% 65
2025
Q1 		$1.56M Buy
5,688
+639
+13% +$186K 0.21% 68
2024
Q4 		$1.46M Buy
5,049
+971
+24% +$283K 0.19% 73
2024
Q3 		$1.15M Buy
4,078
+335
+9% +$91.4K 0.15% 82
2024
Q2 		$1M Buy
3,743
+752
+25% +$195K 0.14% 81
2024
Q1 		$777K Buy
2,991
+230
+8% +$56.9K 0.11% 97
2023
Q4 		$655K Sell
2,761
-4
-0.1% -$884 0.1% 107
2023
Q3 		$587K Hold
2,765
– – 0.1% 106
2023
Q2 		$609K Buy
2,765
+433
+19% +$90.3K 0.1% 103
2023
Q1 		$476K Hold
2,332
– – 0.08% 109
2022
Q4 		$446K Sell
2,332
-1,002
-30% -$193K 0.08% 112
2022
Q3 		$608K Buy
3,334
+316
+10% +$63K 0.13% 96
2022
Q2 		$578K Buy
3,018
+272
+10% +$55.9K 0.12% 98
2022
Q1 		$617K Buy
2,746
+14
+0.5% +$3.15K 0.11% 95
2021
Q4 		$648K Buy
+2,732
New +$645K 0.12% 92
2020
Q1 		– Sell
-1,361
Closed -$224K – 138
2019
Q4 		$224K Sell
1,361
-32
-2% -$5.01K 0.07% 124
2019
Q3 		$204K Buy
1,393
+32
+2% +$4.82K 0.07% 128
2019
Q2 		$204K Buy
+1,361
New +$200K 0.07% 123
2018
Q4 		– Sell
-1,384
Closed -$205K – 124
2018
Q3 		$205K Buy
+1,384
New +$204K 0.08% 115

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

JGP Wealth Management's VTI Position: Q3 2026 in Review

JGP Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.2% in Q3 2026, selling an estimated $172K and leaving 5,120 shares worth $1.92M. The position accounts for 0.17% of the portfolio, ranked #79.

JGP Wealth Management first reported a position in VTI in Q3 2018 and has held it in 24 quarters since. The position peaked at $2.06M in Q2 2026. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • JGP Wealth Management held 5,120 shares of Vanguard Morningstar Total Stock Market ETF worth $1.92M as of Q3 2026.
  • JGP Wealth Management sold 458 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $172K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of JGP Wealth Management's portfolio in Q3 2026, its #79 holding.
  • JGP Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 24 quarters since.
  • JGP Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.06M in Q2 2026.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.