PWM
VTI icon

Paulson Wealth Management’s Vanguard Morningstar 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
Q2 		$1.94M Sell
5,231
-66
-1% -$23.6K 0.41% 28
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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Paulson Wealth Management's VTI Position: Q2 2026 in Review

Paulson Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, selling an estimated $23.6K and leaving 5,231 shares worth $1.94M. The position accounts for 0.41% of the portfolio, ranked #28.

Paulson Wealth Management first reported a position in VTI in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.18M in Q4 2023. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Paulson Wealth Management held 5,231 shares of Vanguard Morningstar Total Stock Market ETF worth $1.94M as of Q2 2026.
  • Paulson Wealth Management sold 66 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $23.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.41% of Paulson Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Paulson Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 17 quarters since.
  • Paulson Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.18M in Q4 2023.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.