QPWM
VTI icon

Quadrant Private Wealth Management’s Vanguard 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 $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

Quadrant Private Wealth Management's VTI Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 8.5% in Q1 2026, buying an estimated $487K and bringing the position to 18,611 shares worth $5.97M. The position accounts for 0.92% of the portfolio, ranked #24.

Quadrant Private Wealth Management first reported a position in VTI in Q4 2017 and has held it in 33 quarters since. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Quadrant Private Wealth Management held 18,611 shares of Vanguard Total Stock Market ETF worth $5.97M as of Q1 2026.
  • Quadrant Private Wealth Management bought 1,453 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $487K.
  • Vanguard Total Stock Market ETF made up 0.92% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Quadrant Private Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 33 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.