OPWM
VTI icon

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

Oregon Pacific 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 		$766K Sell
2,387
-103
-4% -$34.6K 0.8% 28
2025
Q4 		$835K Sell
2,490
-50
-2% -$16.6K 0.86% 22
2025
Q3 		$834K Sell
2,540
-108
-4% -$34.1K 0.72% 32
2025
Q2 		$805K Sell
2,648
-601
-18% -$169K 0.76% 33
2025
Q1 		$893K Sell
3,249
-45
-1% -$13.1K 0.89% 28
2024
Q4 		$955K Buy
+3,294
New +$961K 0.94% 28

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

Oregon Pacific Wealth Management's VTI Position: Q1 2026 in Review

Oregon Pacific Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.1% in Q1 2026, selling an estimated $34.6K and leaving 2,387 shares worth $766K. The position accounts for 0.8% of the portfolio, ranked #28.

Oregon Pacific Wealth Management first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $955K in Q4 2024. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Oregon Pacific Wealth Management held 2,387 shares of Vanguard Total Stock Market ETF worth $766K as of Q1 2026.
  • Oregon Pacific Wealth Management sold 103 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $34.6K.
  • Vanguard Total Stock Market ETF made up 0.8% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Oregon Pacific Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Oregon Pacific Wealth Management's Vanguard Total Stock Market ETF position peaked at $955K in Q4 2024.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.