Madison Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Madison Wealth 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	$2.74M	Buy	8,544 +780	+10%	+$262K	0.44%	39
2025 Q4	$2.6M	Sell	7,764 -1,421	-15%	-$473K	0.47%	36
2025 Q3	$3.01M	Buy	9,185 +1,350	+17%	+$426K	0.6%	30
2025 Q2	$2.38M	Buy	7,835 +183	+2%	+$51.5K	0.52%	30
2025 Q1	$2.1M	Sell	7,652 -113	-1%	-$32.8K	0.52%	32
2024 Q4	$2.25M	Buy	7,765 +2,191	+39%	+$639K	0.63%	28
2024 Q3	$1.58M	Buy	+5,574	New	+$1.52M	0.47%	31

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

Madison Wealth Partners's VTI Position: Q1 2026 in Review

Madison Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q1 2026, buying an estimated $262K and bringing the position to 8,544 shares worth $2.74M. The position accounts for 0.44% of the portfolio, ranked #39.

Madison Wealth Partners first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q3 2025. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Madison Wealth Partners held 8,544 shares of Vanguard Morningstar Total Stock Market ETF worth $2.74M as of Q1 2026.
Madison Wealth Partners bought 780 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $262K.
Vanguard Morningstar Total Stock Market ETF made up 0.44% of Madison Wealth Partners's portfolio in Q1 2026, its #39 holding.
Madison Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
Madison Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $3.01M in Q3 2025.
3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.