Note Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Note 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	$568K	Buy	1,772 +229	+15%	+$76.8K	0.28%	45
2025 Q4	$523K	Hold	1,543	–	–	0.27%	48
2025 Q3	$506K	Buy	+1,543	New	+$487K	0.3%	47
2025 Q2	–	Sell	-1,118	Closed	-$307K	–	77
2025 Q1	$307K	Sell	1,118 -175	-14%	-$50.8K	0.25%	61
2024 Q4	$375K	Buy	+1,293	New	+$377K	0.33%	52

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

Note Advisors's VTI Position: Q1 2026 in Review

Note Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 15% in Q1 2026, buying an estimated $76.8K and bringing the position to 1,772 shares worth $568K. The position accounts for 0.28% of the portfolio, ranked #45.

Note Advisors first reported a position in VTI in Q4 2024 and has held it in 5 quarters since. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Note Advisors held 1,772 shares of Vanguard Total Stock Market ETF worth $568K as of Q1 2026.
Note Advisors bought 229 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $76.8K.
Vanguard Total Stock Market ETF made up 0.28% of Note Advisors's portfolio in Q1 2026, its #45 holding.
Note Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.