Long Island Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Long Island Wealth 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	$17.7M	Sell	55,189 -983	-2%	-$330K	8.21%	3
2025 Q4	$18.8M	Buy	56,172 +68	+0.1%	+$22.6K	8.91%	1
2025 Q3	$18.4M	Sell	56,104 -174	-0.3%	-$55K	8.96%	1
2025 Q2	$17.1M	Sell	56,278 -1,254	-2%	-$353K	8.88%	2
2025 Q1	$15.8M	Sell	57,532 -581	-1%	-$169K	9.63%	1
2024 Q4	$16.8M	Sell	58,113 -179	-0.3%	-$52.2K	10.54%	1
2024 Q3	$16.5M	Buy	58,292 +131	+0.2%	+$35.7K	10.84%	1
2024 Q2	$15.6M	Buy	58,161 +778	+1%	+$201K	10.98%	1
2024 Q1	$14.9M	Sell	57,383 -1,891	-3%	-$468K	10.53%	1
2023 Q4	$14.1M	Buy	+59,274	New	+$13.1M	10.03%	1

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

Long Island Wealth Management's VTI Position: Q1 2026 in Review

Long Island Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q1 2026, selling an estimated $330K and leaving 55,189 shares worth $17.7M. The position accounts for 8.21% of the portfolio, ranked #3.

Long Island Wealth Management first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.8M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Long Island Wealth Management held 55,189 shares of Vanguard Morningstar Total Stock Market ETF worth $17.7M as of Q1 2026.
Long Island Wealth Management sold 983 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $330K.
Vanguard Morningstar Total Stock Market ETF made up 8.21% of Long Island Wealth Management's portfolio in Q1 2026, its #3 holding.
Long Island Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $18.8M in Q4 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.