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McDonald Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

McDonald 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 		$249K Buy
776
+45
+6% +$15.1K 0.06% 197
2025
Q4 		$245K Sell
731
-66
-8% -$22K 0.08% 193
2025
Q3 		$262K Buy
797
+23
+3% +$7.26K 0.08% 201
2025
Q2 		$235K Buy
+774
New +$218K 0.06% 232
2024
Q4 		– Sell
-800
Closed -$227K – 248
2024
Q3 		$227K Sell
800
-22
-3% -$6K 0.06% 222
2024
Q2 		$220K Hold
822
– – 0.06% 227
2024
Q1 		$214K Sell
822
-229
-22% -$56.7K 0.06% 222
2023
Q4 		$249K Sell
1,051
-85
-7% -$18.8K 0.07% 206
2023
Q3 		$241K Sell
1,136
-730
-39% -$162K 0.08% 205
2023
Q2 		$411K Buy
1,866
+50
+3% +$10.4K 0.13% 169
2023
Q1 		$371K Hold
1,816
– – 0.12% 174
2022
Q4 		$347K Hold
1,816
– – 0.12% 172
2022
Q3 		$326K Sell
1,816
-3,633
-67% -$724K 0.12% 169
2022
Q2 		$1.03M Buy
5,449
+65
+1% +$13.4K 0.26% 112
2022
Q1 		$1.23M Buy
5,384
+315
+6% +$70.8K 0.27% 108
2021
Q4 		$1.22M Sell
5,069
-215
-4% -$50.8K 1.13% 28
2021
Q3 		$1.17M Sell
5,284
-35
-0.7% -$7.98K 0.28% 107
2021
Q2 		$1.19M Hold
5,319
– – 0.28% 102
2021
Q1 		$1.1M Hold
5,319
– – 0.28% 101
2020
Q4 		$1.03M Buy
+5,319
New +$972K 0.29% 97

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McDonald Partners's VTI Position: Q1 2026 in Review

McDonald Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 6.2% in Q1 2026, buying an estimated $15.1K and bringing the position to 776 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #197.

McDonald Partners first reported a position in VTI in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.23M in Q1 2022. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • McDonald Partners held 776 shares of Vanguard Total Stock Market ETF worth $249K as of Q1 2026.
  • McDonald Partners bought 45 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $15.1K.
  • Vanguard Total Stock Market ETF made up 0.06% of McDonald Partners's portfolio in Q1 2026, its #197 holding.
  • McDonald Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
  • McDonald Partners's Vanguard Total Stock Market ETF position peaked at $1.23M in Q1 2022.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.