Leo Wealth LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Leo Wealth LLC’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	$4.31M	Sell	13,440 -526	-4%	-$176K	0.31%	69
2025 Q4	$4.68M	Buy	13,966 +4,598	+49%	+$1.53M	0.34%	60
2025 Q3	$3.07M	Sell	9,368 -1,527	-14%	-$482K	0.4%	45
2025 Q2	$3.31M	Buy	10,895 +1,804	+20%	+$507K	0.26%	74
2025 Q1	$2.5M	Sell	9,091 -684	-7%	-$199K	0.36%	57
2024 Q4	$2.63M	Buy	9,775 +783	+9%	+$228K	0.24%	74
2024 Q3	$2.55M	Sell	8,992 -1,260	-12%	-$344K	0.23%	75
2024 Q2	$2.74M	Buy	10,252 +381	+4%	+$98.6K	0.28%	67
2024 Q1	$2.57M	Buy	9,871 +92	+0.9%	+$22.8K	0.26%	70
2023 Q4	$2.33M	Buy	+9,779	New	+$2.16M	0.24%	73

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Wealth LLC's VTI Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.8% in Q1 2026, selling an estimated $176K and leaving 13,440 shares worth $4.31M. The position accounts for 0.31% of the portfolio, ranked #69.

Leo Wealth LLC first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.68M in Q4 2025. 3,575 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Leo Wealth LLC held 13,440 shares of Vanguard Morningstar Total Stock Market ETF worth $4.31M as of Q1 2026.
Leo Wealth LLC sold 526 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $176K.
Vanguard Morningstar Total Stock Market ETF made up 0.31% of Leo Wealth LLC's portfolio in Q1 2026, its #69 holding.
Leo Wealth LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $4.68M in Q4 2025.
3,575 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.