QPWM
VTI icon

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

Quadrant Private 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
2021
Q1 		– Sell
-1,600
Closed -$311K – 197
2020
Q4 		$311K Buy
+1,600
New +$292K 0.14% 142

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Quadrant Private Wealth Management's VTI Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 18,611 shares — an estimated $5.97M sold.

Quadrant Private Wealth Management first reported a position in VTI in Q4 2017 and held it in 33 quarters. The position peaked at $5.97M in Q1 2026. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 18,611 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.97M.
  • Quadrant Private Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and held it in 33 quarters.
  • Quadrant Private Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $5.97M in Q1 2026.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.