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Opes Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Opes Wealth Management’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 		$463K Buy
1,443
+294
+26% +$98.6K 0.08% 96
2025
Q4 		$385K Buy
1,149
+65
+6% +$21.6K 0.06% 107
2025
Q3 		$356K Sell
1,084
-118
-10% -$37.3K 0.06% 107
2025
Q2 		$365K Buy
1,202
+267
+29% +$75.1K 0.06% 110
2025
Q1 		$257K Buy
+935
New +$272K 0.05% 131

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

Opes Wealth Management's VTI Position: Q1 2026 in Review

Opes Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 26% in Q1 2026, buying an estimated $98.6K and bringing the position to 1,443 shares worth $463K. The position accounts for 0.08% of the portfolio, ranked #96.

Opes Wealth Management first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Opes Wealth Management held 1,443 shares of Vanguard Total Stock Market ETF worth $463K as of Q1 2026.
  • Opes Wealth Management bought 294 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $98.6K.
  • Vanguard Total Stock Market ETF made up 0.08% of Opes Wealth Management's portfolio in Q1 2026, its #96 holding.
  • Opes Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.