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Oak Harbor Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Oak Harbor 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 		$602K Buy
1,876
+188
+11% +$63.1K 0.14% 129
2025
Q4 		$566K Buy
1,688
+907
+116% +$302K 0.14% 126
2025
Q3 		$256K Buy
781
+323
+71% +$102K 0.06% 178
2025
Q2 		$139K Buy
458
+377
+465% +$106K 0.04% 197
2025
Q1 		$22.3K Hold
81
– – 0.01% 229
2024
Q4 		$23.5K Hold
81
– – 0.01% 207
2024
Q3 		$22.9K Hold
81
– – 0.01% 200
2024
Q2 		$21.7K Hold
81
– – 0.01% 199
2024
Q1 		$21.1K Hold
81
– – 0.01% 204
2023
Q4 		$19.2K Hold
81
– – 0.01% 204
2023
Q3 		$17.2K Hold
81
– – 0.01% 203
2023
Q2 		$17.8K Sell
81
-796
-91% -$166K 0.01% 211
2023
Q1 		$179K Hold
877
– – 0.07% 167
2022
Q4 		$168K Buy
877
+796
+983% +$153K 0.06% 161
2022
Q3 		$15K Buy
81
+25
+45% +$4.98K 0.01% 196
2022
Q2 		$11K Sell
56
-12
-18% -$2.46K ﹤0.01% 204
2022
Q1 		$15K Hold
68
– – ﹤0.01% 212
2021
Q4 		$16K Buy
+68
New +$16.1K 0.01% 219

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

Oak Harbor Wealth Partners's VTI Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 11% in Q1 2026, buying an estimated $63.1K and bringing the position to 1,876 shares worth $602K. The position accounts for 0.14% of the portfolio, ranked #129.

Oak Harbor Wealth Partners first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Oak Harbor Wealth Partners held 1,876 shares of Vanguard Total Stock Market ETF worth $602K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 188 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $63.1K.
  • Vanguard Total Stock Market ETF made up 0.14% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #129 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.