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Perfromance Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Perfromance Wealth Partners’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 		$1.71M Buy
5,326
+920
+21% +$309K 0.05% 68
2025
Q4 		$1.48M Buy
4,406
+851
+24% +$283K 0.04% 64
2025
Q3 		$1.17M Sell
3,555
-360
-9% -$114K 0.03% 69
2025
Q2 		$1.19M Sell
3,915
-252
-6% -$70.9K 0.04% 61
2025
Q1 		$1.15M Buy
4,167
+4
+0.1% +$1.16K 0.04% 56
2024
Q4 		$1.21M Sell
4,163
-67
-2% -$19.5K 0.04% 60
2024
Q3 		$1.2M Buy
4,230
+1,146
+37% +$313K 0.04% 59
2024
Q2 		$825K Hold
3,084
– – 0.03% 64
2024
Q1 		$802K Sell
3,084
-1,162
-27% -$287K 0.03% 69
2023
Q4 		$1.01M Buy
4,246
+87
+2% +$19.2K 0.04% 73
2023
Q3 		$883K Sell
4,159
-275
-6% -$60.9K 0.04% 79
2023
Q2 		$977K Buy
4,434
+1,401
+46% +$292K 0.04% 82
2023
Q1 		$619K Buy
3,033
+13
+0.4% +$2.6K 0.03% 98
2022
Q4 		$577K Sell
3,020
-153
-5% -$29.5K 0.03% 94
2022
Q3 		$570K Buy
3,173
+248
+8% +$49.4K 0.03% 93
2022
Q2 		$552K Sell
2,925
-463
-14% -$95.1K 0.03% 95
2022
Q1 		$771K Sell
3,388
-80
-2% -$18K 0.03% 86
2021
Q4 		$837K Buy
+3,468
New +$819K 0.03% 90

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

Perfromance Wealth Partners's VTI Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 21% in Q1 2026, buying an estimated $309K and bringing the position to 5,326 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #68.

Perfromance Wealth Partners first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Perfromance Wealth Partners held 5,326 shares of Vanguard Total Stock Market ETF worth $1.71M as of Q1 2026.
  • Perfromance Wealth Partners bought 920 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $309K.
  • Vanguard Total Stock Market ETF made up 0.05% of Perfromance Wealth Partners's portfolio in Q1 2026, its #68 holding.
  • Perfromance Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.