PWM
VTI icon

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

PMG 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 		$602K Buy
1,876
+1,188
+173% +$399K 0.43% 36
2025
Q4 		$231K Buy
688
+59
+9% +$19.6K 0.17% 54
2025
Q3 		$206K Buy
+629
New +$199K 0.16% 55

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

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

PMG Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 173% in Q1 2026, buying an estimated $399K and bringing the position to 1,876 shares worth $602K. The position accounts for 0.43% of the portfolio, ranked #36.

PMG Wealth Management first reported a position in VTI in Q3 2025 and has held it in 3 quarters since. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • PMG Wealth Management held 1,876 shares of Vanguard Total Stock Market ETF worth $602K as of Q1 2026.
  • PMG Wealth Management bought 1,188 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $399K.
  • Vanguard Total Stock Market ETF made up 0.43% of PMG Wealth Management's portfolio in Q1 2026, its #36 holding.
  • PMG Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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