JSA
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Jim Saulnier & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Jim Saulnier & Associates’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 		$4.49M Buy
13,996
+6,523
+87% +$2.19M 2.19% 5
2025
Q4 		$2.51M Sell
7,473
-1,050
-12% -$349K 1.3% 19
2025
Q3 		$2.8M Buy
8,523
+1,531
+22% +$484K 1.56% 16
2025
Q2 		$2.12M Buy
6,992
+238
+4% +$66.9K 1.45% 18
2025
Q1 		$1.86M Buy
6,754
+696
+11% +$202K 1.44% 17
2024
Q4 		$1.76M Buy
6,058
+576
+11% +$168K 1.52% 16
2024
Q3 		$1.55M Buy
+5,482
New +$1.5M 1.52% 15

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

Jim Saulnier & Associates's VTI Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Vanguard Total Stock Market ETF (VTI) stake by 87% in Q1 2026, buying an estimated $2.19M and bringing the position to 13,996 shares worth $4.49M. The position accounts for 2.19% of the portfolio, ranked #5.

Jim Saulnier & Associates first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Jim Saulnier & Associates held 13,996 shares of Vanguard Total Stock Market ETF worth $4.49M as of Q1 2026.
  • Jim Saulnier & Associates bought 6,523 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.19M.
  • Vanguard Total Stock Market ETF made up 2.19% of Jim Saulnier & Associates's portfolio in Q1 2026, its #5 holding.
  • Jim Saulnier & Associates first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.