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

Private 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 		$1.75M Sell
5,462
-2,968
-35% -$996K 0.14% 76
2025
Q4 		$2.83M Sell
8,430
-5,920
-41% -$1.97M 0.2% 60
2025
Q3 		$4.71M Sell
14,350
-400
-3% -$126K 0.34% 44
2025
Q2 		$4.48M Sell
14,750
-636
-4% -$179K 0.35% 45
2025
Q1 		$4.23M Sell
15,386
-50
-0.3% -$14.5K 0.35% 49
2024
Q4 		$4.47M Hold
15,436
– – 0.34% 46
2024
Q3 		$4.37M Sell
15,436
-125
-0.8% -$34.1K 0.35% 46
2024
Q2 		$4.16M Sell
15,561
-890
-5% -$230K 0.31% 44
2024
Q1 		$4.28M Sell
16,451
-256
-2% -$63.3K 0.34% 43
2023
Q4 		$3.96M Sell
16,707
-1,759
-10% -$389K 0.34% 42
2023
Q3 		$3.92M Sell
18,466
-221
-1% -$48.9K 0.38% 39
2023
Q2 		$4.12M Buy
18,687
+1,180
+7% +$246K 0.38% 41
2023
Q1 		$3.57M Buy
17,507
+3,147
+22% +$630K 0.36% 42
2022
Q4 		$2.75M Sell
14,360
-330
-2% -$63.6K 0.31% 46
2022
Q3 		$2.64M Buy
14,690
+1,030
+8% +$205K 0.34% 43
2022
Q2 		$2.58M Hold
13,660
– – 0.3% 49
2022
Q1 		$3.11M Buy
13,660
+1,525
+13% +$343K 0.28% 53
2021
Q4 		$2.93M Hold
12,135
– – 0.25% 55
2021
Q3 		$2.69M Hold
12,135
– – 0.25% 52
2021
Q2 		$2.7M Buy
12,135
+85
+0.7% +$18.4K 0.25% 54
2021
Q1 		$2.49M Sell
12,050
-355
-3% -$71.8K 0.26% 52
2020
Q4 		$2.42M Sell
12,405
-600
-5% -$110K 0.26% 54
2020
Q3 		$2.21M Sell
13,005
-600
-4% -$101K 0.26% 54
2020
Q2 		$2.13M Sell
13,605
-31
-0.2% -$4.57K 0.29% 55
2020
Q1 		$1.76M Buy
13,636
+31
+0.2% +$4.79K 0.3% 53
2019
Q4 		$2.23M Hold
13,605
– – 0.3% 51
2019
Q3 		$2.05M Buy
13,605
+680
+5% +$102K 0.32% 50
2019
Q2 		$1.94M Hold
12,925
– – 0.3% 53
2019
Q1 		$1.87M Buy
+12,925
New +$1.8M 0.31% 52

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 $12.8B AUM 19.73% 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

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

Private Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 35% in Q1 2026, selling an estimated $996K and leaving 5,462 shares worth $1.75M. The position accounts for 0.14% of the portfolio, ranked #76.

Private Wealth Partners first reported a position in VTI in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.71M in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Private Wealth Partners held 5,462 shares of Vanguard Morningstar Total Stock Market ETF worth $1.75M as of Q1 2026.
  • Private Wealth Partners sold 2,968 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $996K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Private Wealth Partners's portfolio in Q1 2026, its #76 holding.
  • Private Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 29 quarters since.
  • Private Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $4.71M in Q3 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.