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

Premier Path 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 		$351K Hold
1,095
– – 0.05% 324
2025
Q4 		$367K Sell
1,095
-4,859
-82% -$1.62M 0.05% 295
2025
Q3 		$1.95M Buy
5,954
+52
+0.9% +$16.4K 0.25% 87
2025
Q2 		$1.79M Buy
5,902
+397
+7% +$112K 0.25% 94
2025
Q1 		$1.51M Buy
5,505
+293
+6% +$85.1K 0.24% 101
2024
Q4 		$1.51M Buy
5,212
+10
+0.2% +$2.92K 0.23% 99
2024
Q3 		$1.47M Buy
5,202
+1
+0% +$273 0.23% 106
2024
Q2 		$1.39M Buy
+5,201
New +$1.35M 0.24% 102

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

Premier Path Wealth Partners's VTI Position: Q1 2026 in Review

Premier Path Wealth Partners held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,095 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #324.

Premier Path Wealth Partners first reported a position in VTI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.95M in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Premier Path Wealth Partners held 1,095 shares of Vanguard Total Stock Market ETF worth $351K as of Q1 2026.
  • Premier Path Wealth Partners left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.05% of Premier Path Wealth Partners's portfolio in Q1 2026, its #324 holding.
  • Premier Path Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
  • Premier Path Wealth Partners's Vanguard Total Stock Market ETF position peaked at $1.95M in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.