PWM
VTI icon

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

Paulson 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 		$1.7M Sell
5,297
-138
-3% -$46.3K 0.4% 30
2025
Q4 		$1.82M Buy
5,435
+99
+2% +$32.9K 0.42% 29
2025
Q3 		$1.75M Sell
5,336
-2
-0% -$632 0.41% 28
2025
Q2 		$1.62M Sell
5,338
-873
-14% -$246K 0.42% 28
2025
Q1 		$1.71M Sell
6,211
-249
-4% -$72.3K 0.48% 26
2024
Q4 		$1.87M Sell
6,460
-571
-8% -$167K 0.51% 27
2024
Q3 		$1.99M Sell
7,031
-325
-4% -$88.6K 0.53% 29
2024
Q2 		$1.97M Sell
7,356
-327
-4% -$84.6K 0.57% 27
2024
Q1 		$2M Sell
7,683
-1,493
-16% -$369K 0.59% 30
2023
Q4 		$2.18M Buy
9,176
+2,429
+36% +$537K 0.7% 27
2023
Q3 		$1.43M Sell
6,747
-50
-0.7% -$11.1K 0.5% 34
2023
Q2 		$1.5M Buy
+6,797
New +$1.42M 0.51% 34
2018
Q4 		– Sell
-1,836
Closed -$256K – 136
2018
Q3 		$256K Hold
1,836
– – 0.23% 102
2018
Q2 		$258K Sell
1,836
-148
-7% -$20.6K 0.25% 88
2018
Q1 		$269K Sell
1,984
-173
-8% -$24.3K 0.27% 89
2017
Q4 		$296K Buy
+2,157
New +$289K 0.26% 76

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

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

Paulson Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.5% in Q1 2026, selling an estimated $46.3K and leaving 5,297 shares worth $1.7M. The position accounts for 0.4% of the portfolio, ranked #30.

Paulson Wealth Management first reported a position in VTI in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.18M in Q4 2023. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Paulson Wealth Management held 5,297 shares of Vanguard Total Stock Market ETF worth $1.7M as of Q1 2026.
  • Paulson Wealth Management sold 138 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $46.3K.
  • Vanguard Total Stock Market ETF made up 0.4% of Paulson Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Paulson Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 16 quarters since.
  • Paulson Wealth Management's Vanguard Total Stock Market ETF position peaked at $2.18M in Q4 2023.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.