NW
VTI icon

NewEdge Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

NewEdge Wealth’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 		$49.9M Sell
155,397
-69,170
-31% -$23.2M 0.59% 44
2025
Q4 		$75.3M Buy
224,567
+102,513
+84% +$34.1M 0.85% 21
2025
Q3 		$40.7M Buy
122,054
+2,384
+2% +$753K 0.58% 43
2025
Q2 		$37.2M Buy
119,670
+16,118
+16% +$4.53M 0.58% 42
2025
Q1 		$28.5M Buy
103,552
+6,342
+7% +$1.84M 0.52% 50
2024
Q4 		$28.2M Buy
97,210
+4,018
+4% +$1.17M 0.49% 55
2024
Q3 		$26.4M Buy
93,192
+1,163
+1% +$317K 0.48% 60
2024
Q2 		$24.6M Buy
92,029
+421
+0.5% +$109K 0.53% 49
2024
Q1 		$23M Buy
91,608
+70
+0.1% +$17.3K 0.51% 47
2023
Q4 		$21.7M Buy
91,538
+34,149
+60% +$7.55M 0.56% 42
2023
Q3 		$12.2M Buy
57,389
+2,367
+4% +$524K 0.39% 77
2023
Q2 		$12.1M Buy
55,022
+8,338
+18% +$1.74M 0.4% 74
2023
Q1 		$9.53M Sell
46,684
-687
-1% -$138K 0.36% 80
2022
Q4 		$9.06M Buy
47,371
+1,280
+3% +$247K 0.39% 77
2022
Q3 		$8.27M Sell
46,091
-11,431
-20% -$2.28M 0.39% 73
2022
Q2 		$10.8M Buy
57,522
+1,385
+2% +$285K 0.49% 53
2022
Q1 		$12.8M Sell
56,137
-12,269
-18% -$2.76M 0.57% 40
2021
Q4 		$16.5M Buy
+68,406
New +$16.1M 0.69% 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
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

NewEdge Wealth's VTI Position: Q1 2026 in Review

NewEdge Wealth reduced its Vanguard Total Stock Market ETF (VTI) stake by 31% in Q1 2026, selling an estimated $23.2M and leaving 155,397 shares worth $49.9M. The position accounts for 0.59% of the portfolio, ranked #44.

NewEdge Wealth first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $75.3M in Q4 2025. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • NewEdge Wealth held 155,397 shares of Vanguard Total Stock Market ETF worth $49.9M as of Q1 2026.
  • NewEdge Wealth sold 69,170 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $23.2M.
  • Vanguard Total Stock Market ETF made up 0.59% of NewEdge Wealth's portfolio in Q1 2026, its #44 holding.
  • NewEdge Wealth first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's Vanguard Total Stock Market ETF position peaked at $75.3M in Q4 2025.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.