LP
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LGL Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LGL Partners’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 		– Sell
-765
Closed -$480K – 67
2025
Q4 		$480K Buy
765
+107
+16% +$35.6K 0.2% 37
2025
Q3 		$217K Hold
658
– – 0.09% 51
2025
Q2 		$205K Buy
+658
New +$185K 0.09% 53
2025
Q1 		– Sell
-16,635
Closed -$4.82M – 125
2024
Q4 		$4.82M Sell
16,635
-2
-0% -$584 0.7% 17
2024
Q3 		$4.71M Sell
16,637
-3,392
-17% -$925K 0.66% 16
2024
Q2 		$5.36M Hold
20,029
– – 0.78% 15
2024
Q1 		$5.21M Sell
20,029
-193,806
-91% -$47.9M 0.87% 13
2023
Q4 		$50.7M Buy
213,835
+1,329
+0.6% +$294K 6.95% 6
2023
Q3 		$45.1M Buy
212,506
+610
+0.3% +$135K 7.92% 4
2023
Q2 		$46.7M Buy
211,896
+1,200
+0.6% +$250K 7.98% 4
2023
Q1 		$43M Buy
210,696
+795
+0.4% +$159K 7.36% 4
2022
Q4 		$40.1M Sell
209,901
-510
-0.2% -$98.3K 7.27% 5
2022
Q3 		$37.8M Buy
210,411
+2,343
+1% +$467K 7.87% 4
2022
Q2 		$39.2M Buy
208,068
+759
+0.4% +$156K 6.35% 6
2022
Q1 		$47.2M Sell
207,309
-781
-0.4% -$176K 6.31% 6
2021
Q4 		$50.2M Buy
208,090
+198,154
+1,994% +$46.8M 5.97% 6
2021
Q3 		$2.21M Hold
9,936
– – 1.34% 15
2021
Q2 		$2.21M Hold
9,936
– – 1.32% 15
2021
Q1 		$2.05M Sell
9,936
-1,668
-14% -$338K 1.18% 18
2020
Q4 		$2.26M Sell
11,604
-84
-0.7% -$15.4K 1.31% 18
2020
Q3 		$1.99M Sell
11,688
-92
-0.8% -$15.5K 1.2% 20
2020
Q2 		$1.84M Buy
11,780
+1,752
+17% +$258K 1.15% 18
2020
Q1 		$1.29M Hold
10,028
– – 0.85% 21
2019
Q4 		$1.64M Hold
10,028
– – 0.54% 23
2019
Q3 		$1.51M Hold
10,028
– – 0.63% 25
2019
Q2 		$1.5M Hold
10,028
– – 0.6% 26
2019
Q1 		$1.45M Buy
+10,028
New +$1.4M 0.55% 27

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LGL Partners's VTI Position: Q1 2026 in Review

LGL Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 765 shares — an estimated $480K sold.

LGL Partners first reported a position in VTI in Q1 2019 and held it in 27 quarters. The position peaked at $50.7M in Q4 2023. 3,579 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • LGL Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • LGL Partners sold 765 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $480K.
  • LGL Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and held it in 27 quarters.
  • LGL Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $50.7M in Q4 2023.
  • 3,579 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on LGL Partners's 13F filing for Q1 2026, filed 14 May 2026.