Lakewood Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lakewood Asset 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	$3.24M	Buy	10,095 +19	+0.2%	+$6.38K	2.07%	12
2025 Q4	$3.38M	Sell	10,076 -772	-7%	-$257K	1.98%	16
2025 Q3	$3.56M	Buy	10,848 +24	+0.2%	+$7.58K	2.15%	13
2025 Q2	$3.29M	Buy	10,824 +14	+0.1%	+$3.94K	2.2%	14
2025 Q1	$2.97M	Sell	10,810 -1,847	-15%	-$537K	2.01%	14
2024 Q4	$3.67M	Sell	12,657 -162	-1%	-$47.3K	2.53%	8
2024 Q3	$3.63M	Buy	12,819 +90	+0.7%	+$24.5K	2.48%	8
2024 Q2	$3.41M	Buy	12,729 +76	+0.6%	+$19.7K	2.37%	10
2024 Q1	$3.29M	Sell	12,653 -72	-0.6%	-$17.8K	2.24%	11
2023 Q4	$3.02M	Buy	12,725 +3,795	+42%	+$839K	2.35%	8
2023 Q3	$1.9M	Buy	8,930 +286	+3%	+$63.3K	1.55%	18
2023 Q2	$1.9M	Buy	8,644 +31	+0.4%	+$6.47K	1.5%	20
2023 Q1	$1.76M	Buy	8,613 +16	+0.2%	+$3.2K	1.46%	21
2022 Q4	$1.64M	Buy	+8,597	New	+$1.66M	1.33%	22

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lakewood Asset Management's VTI Position: Q1 2026 in Review

Lakewood Asset Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.19% in Q1 2026, buying an estimated $6.38K and bringing the position to 10,095 shares worth $3.24M. The position accounts for 2.07% of the portfolio, ranked #12.

Lakewood Asset Management first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.67M in Q4 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Lakewood Asset Management held 10,095 shares of Vanguard Total Stock Market ETF worth $3.24M as of Q1 2026.
Lakewood Asset Management bought 19 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $6.38K.
Vanguard Total Stock Market ETF made up 2.07% of Lakewood Asset Management's portfolio in Q1 2026, its #12 holding.
Lakewood Asset Management first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Lakewood Asset Management's Vanguard Total Stock Market ETF position peaked at $3.67M in Q4 2024.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.