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Outlook Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Outlook Wealth 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 		$1.66M Sell
5,163
-23
-0.4% -$7.72K 0.4% 54
2025
Q4 		$1.74M Sell
5,186
-465
-8% -$155K 0.39% 50
2025
Q3 		$1.85M Sell
5,651
-195
-3% -$61.6K 0.46% 45
2025
Q2 		$1.78M Sell
5,846
-38
-0.6% -$10.7K 0.46% 46
2025
Q1 		$1.62M Buy
5,884
+111
+2% +$32.2K 0.45% 43
2024
Q4 		$1.67M Sell
5,773
-322
-5% -$94K 0.48% 38
2024
Q3 		$1.73M Buy
6,095
+46
+0.8% +$12.5K 0.5% 38
2024
Q2 		$10.7M Sell
6,049
-402
-6% -$104K 3.35% 6
2024
Q1 		$1.68M Buy
6,451
+22
+0.3% +$5.44K 0.52% 41
2023
Q4 		$1.53M Sell
6,429
-379
-6% -$83.8K 0.53% 41
2023
Q3 		$1.45M Sell
6,808
-28
-0.4% -$6.2K 0.55% 43
2023
Q2 		$1.51M Sell
6,836
-208
-3% -$43.4K 0.57% 41
2023
Q1 		$1.44M Sell
7,044
-729
-9% -$146K 0.64% 37
2022
Q4 		$1.49M Sell
7,773
-3,498
-31% -$674K 0.71% 28
2022
Q3 		$2M Buy
11,271
+45
+0.4% +$8.97K 0.9% 27
2022
Q2 		$2.12M Sell
11,226
-510
-4% -$105K 0.87% 27
2022
Q1 		$2.67M Sell
11,736
-261
-2% -$58.7K 0.89% 21
2021
Q4 		$2.9M Buy
11,997
+2,557
+27% +$604K 0.85% 23
2021
Q3 		$2.1M Buy
9,440
+534
+6% +$122K 0.69% 36
2021
Q2 		$1.99M Buy
8,906
+1,554
+21% +$337K 0.63% 41
2021
Q1 		$1.52M Buy
7,352
+999
+16% +$202K 0.53% 49
2020
Q4 		$1.24M Sell
6,353
-1,260
-17% -$230K 0.45% 59
2020
Q3 		$1.3M Buy
7,613
+2,308
+44% +$388K 0.52% 54
2020
Q2 		$830K Buy
5,305
+3,670
+224% +$541K 0.35% 65
2020
Q1 		$211K Sell
1,635
-2,954
-64% -$457K 0.12% 144
2019
Q4 		$751K Buy
+4,589
New +$719K 0.42% 49

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 $12.8B AUM 19.73% 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

Outlook Wealth Advisors's VTI Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.44% in Q1 2026, selling an estimated $7.72K and leaving 5,163 shares worth $1.66M. The position accounts for 0.4% of the portfolio, ranked #54.

Outlook Wealth Advisors first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.7M in Q2 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Outlook Wealth Advisors held 5,163 shares of Vanguard Total Stock Market ETF worth $1.66M as of Q1 2026.
  • Outlook Wealth Advisors sold 23 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $7.72K.
  • Vanguard Total Stock Market ETF made up 0.4% of Outlook Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • Outlook Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Outlook Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $10.7M in Q2 2024.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.