Philip James Wealth Mangement’s Vanguard Total Stock Market ETF VTI Stock Holding History

Philip James Wealth Mangement’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	$10.3M	Sell	32,248 -13,986	-30%	-$4.69M	1.19%	16
2025 Q4	$15.5M	Buy	46,234 +432	+0.9%	+$144K	1.8%	10
2025 Q3	$15M	Buy	45,802 +3,303	+8%	+$1.04M	1.75%	9
2025 Q2	$12.9M	Sell	42,499 -11	-0%	-$3.09K	1.65%	11
2025 Q1	$11.7M	Buy	42,510 +519	+1%	+$151K	1.42%	13
2024 Q4	$12.2M	Buy	41,991 +295	+0.7%	+$86.1K	1.57%	10
2024 Q3	$11.8M	Buy	41,696 +828	+2%	+$226K	1.45%	14
2024 Q2	$10.9M	Buy	40,868 +2,868	+8%	+$742K	7.28%	6
2024 Q1	$9.88M	Buy	38,000 +1,814	+5%	+$449K	7%	6
2023 Q4	$8.58M	Buy	+36,186	New	+$8M	6.65%	6

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Philip James Wealth Mangement's VTI Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Vanguard Total Stock Market ETF (VTI) stake by 30% in Q1 2026, selling an estimated $4.69M and leaving 32,248 shares worth $10.3M. The position accounts for 1.19% of the portfolio, ranked #16.

Philip James Wealth Mangement first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.5M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Philip James Wealth Mangement held 32,248 shares of Vanguard Total Stock Market ETF worth $10.3M as of Q1 2026.
Philip James Wealth Mangement sold 13,986 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $4.69M.
Vanguard Total Stock Market ETF made up 1.19% of Philip James Wealth Mangement's portfolio in Q1 2026, its #16 holding.
Philip James Wealth Mangement first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's Vanguard Total Stock Market ETF position peaked at $15.5M in Q4 2025.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.