Monument Group Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Monument Group Wealth Advisors’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	$20M	Sell	62,464 -853	-1%	-$286K	11.12%	3
2025 Q4	$21.2M	Sell	63,317 -847	-1%	-$282K	11.57%	3
2025 Q3	$21.1M	Buy	64,164 +6,758	+12%	+$2.13M	12.4%	3
2025 Q2	$17.4M	Buy	57,406 +2,460	+4%	+$692K	10.99%	3
2025 Q1	$15.1M	Buy	54,946 +934	+2%	+$271K	10.47%	3
2024 Q4	$15.7M	Sell	54,012 -3,107	-5%	-$907K	11.08%	3
2024 Q3	$16.2M	Sell	57,119 -1,032	-2%	-$281K	9.72%	3
2024 Q2	$15.6M	Sell	58,151 -446	-0.8%	-$115K	10.46%	3
2024 Q1	$15.2M	Sell	58,597 -6,994	-11%	-$1.73M	11.29%	3
2023 Q4	$15.6M	Buy	+65,591	New	+$14.5M	13.27%	3

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

Monument Group Wealth Advisors's VTI Position: Q1 2026 in Review

Monument Group Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.3% in Q1 2026, selling an estimated $286K and leaving 62,464 shares worth $20M. The position accounts for 11.12% of the portfolio, ranked #3.

Monument Group Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.2M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Monument Group Wealth Advisors held 62,464 shares of Vanguard Total Stock Market ETF worth $20M as of Q1 2026.
Monument Group Wealth Advisors sold 853 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $286K.
Vanguard Total Stock Market ETF made up 11.12% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Monument Group Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $21.2M in Q4 2025.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.