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

Pursue 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	$1.61M	Buy	5,024 +1	+0%	+$336	0.96%	31
2025 Q4	$1.68M	Buy	5,023 +2	+0%	+$665	0.82%	32
2025 Q3	$1.65M	Buy	5,021 +318	+7%	+$100K	0.91%	33
2025 Q2	$1.43M	Hold	4,703	–	–	0.81%	38
2025 Q1	$1.29M	Buy	4,703 +385	+9%	+$112K	0.79%	39
2024 Q4	$1.25M	Buy	4,318 +33	+0.8%	+$9.63K	0.72%	41
2024 Q3	$1.21M	Sell	4,285 -502	-10%	-$137K	0.66%	42
2024 Q2	$1.28M	Buy	4,787 +412	+9%	+$107K	0.7%	34
2024 Q1	$1.14M	Buy	4,375 +518	+13%	+$128K	0.67%	36
2023 Q4	$915K	Hold	3,857	–	–	0.59%	45
2023 Q3	$819K	Hold	3,857	–	–	0.58%	43
2023 Q2	$850K	Hold	3,857	–	–	0.53%	48
2023 Q1	$787K	Hold	3,857	–	–	0.54%	49
2022 Q4	$737K	Sell	3,857 -125	-3%	-$24.1K	0.57%	51
2022 Q3	$715K	Hold	3,982	–	–	0.51%	51
2022 Q2	$751K	Hold	3,982	–	–	0.48%	53
2022 Q1	$898K	Hold	3,982	–	–	0.37%	60
2021 Q4	$961K	Buy	+3,982	New	+$940K	0.37%	60

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 $12.8B AUM 19.73% 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

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

Pursue Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.02% in Q1 2026, buying an estimated $336 and bringing the position to 5,024 shares worth $1.61M. The position accounts for 0.96% of the portfolio, ranked #31.

Pursue Wealth Partners first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Pursue Wealth Partners held 5,024 shares of Vanguard Morningstar Total Stock Market ETF worth $1.61M as of Q1 2026.
Pursue Wealth Partners bought 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2026, an estimated $336.
Vanguard Morningstar Total Stock Market ETF made up 0.96% of Pursue Wealth Partners's portfolio in Q1 2026, its #31 holding.
Pursue Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $1.68M in Q4 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.