JSW
VTI icon

Journey Strategic Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Journey Strategic Wealth’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 		$3.63M Sell
11,326
-783
-6% -$263K 0.09% 66
2025
Q4 		$4.06M Sell
12,109
-793
-6% -$264K 0.11% 58
2025
Q3 		$4.23M Sell
12,902
-2,488
-16% -$786K 0.12% 56
2025
Q2 		$4.68M Sell
15,390
-1,362
-8% -$383K 0.15% 48
2025
Q1 		$4.6M Sell
16,752
-1,310
-7% -$381K 0.16% 44
2024
Q4 		$5.23M Sell
18,062
-3,714
-17% -$1.08M 0.2% 34
2024
Q3 		$6.17M Buy
21,776
+15,151
+229% +$4.13M 0.23% 29
2024
Q2 		$1.77M Buy
6,625
+23
+0.3% +$5.95K 0.08% 54
2024
Q1 		$1.72M Buy
6,602
+5,024
+318% +$1.24M 0.08% 48
2023
Q4 		$374K Hold
1,578
– – 0.02% 114
2023
Q3 		$335K Sell
1,578
-879
-36% -$195K 0.02% 105
2023
Q2 		$541K Sell
2,457
-407
-14% -$84.9K 0.02% 82
2023
Q1 		$585K Sell
2,864
-4,524
-61% -$906K 0.06% 90
2022
Q4 		$1.41M Buy
7,388
+5,834
+375% +$1.12M 0.17% 43
2022
Q3 		$279K Sell
1,554
-41
-3% -$8.17K 0.04% 113
2022
Q2 		$301K Buy
+1,595
New +$328K 0.04% 81
2022
Q1 		– Sell
-1,558
Closed -$376K – 237
2021
Q4 		$376K Buy
+1,558
New +$368K 0.04% 96

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

Journey Strategic Wealth's VTI Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Vanguard Total Stock Market ETF (VTI) stake by 6.5% in Q1 2026, selling an estimated $263K and leaving 11,326 shares worth $3.63M. The position accounts for 0.09% of the portfolio, ranked #66.

Journey Strategic Wealth first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.17M in Q3 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Journey Strategic Wealth held 11,326 shares of Vanguard Total Stock Market ETF worth $3.63M as of Q1 2026.
  • Journey Strategic Wealth sold 783 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $263K.
  • Vanguard Total Stock Market ETF made up 0.09% of Journey Strategic Wealth's portfolio in Q1 2026, its #66 holding.
  • Journey Strategic Wealth first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • Journey Strategic Wealth's Vanguard Total Stock Market ETF position peaked at $6.17M in Q3 2024.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.