PWP
VTI icon

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

Precedent 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 		$26M Sell
81,162
-1
-0% -$336 5.21% 2
2025
Q4 		$27.2M Sell
81,163
-307
-0.4% -$102K 5.71% 2
2025
Q3 		$26.7M Sell
81,470
-42
-0.1% -$13.3K 5.89% 1
2025
Q2 		$24.8M Sell
81,512
-1,943
-2% -$546K 6.07% 1
2025
Q1 		$22.9M Buy
83,455
+2,219
+3% +$645K 6.37% 1
2024
Q4 		$23.5M Sell
81,236
-481
-0.6% -$140K 7.68% 1
2024
Q3 		$23.1M Sell
81,717
-6
-0% -$1.64K 7.63% 1
2024
Q2 		$21.9M Hold
81,723
– – 8.8% 1
2024
Q1 		$21.2M Buy
81,723
+1,223
+2% +$303K 9.13% 1
2023
Q4 		$19.1M Buy
+80,500
New +$17.8M 9.71% 1

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