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

Quotient 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	$2.96M	Buy	9,234 +377	+4%	+$126K	0.08%	69
2025 Q4	$2.97M	Buy	8,857 +642	+8%	+$214K	0.08%	64
2025 Q3	$2.7M	Buy	8,215 +2,832	+53%	+$895K	0.07%	65
2025 Q2	$1.64M	Buy	5,383 +1,259	+31%	+$354K	0.05%	90
2025 Q1	$1.13M	Buy	4,124 +192	+5%	+$55.8K	0.04%	101
2024 Q4	$1.14M	Buy	3,932 +262	+7%	+$76.4K	0.04%	92
2024 Q3	$1.04M	Buy	3,670 +1,079	+42%	+$294K	0.03%	106
2024 Q2	$693K	Buy	2,591 +675	+35%	+$175K	0.02%	130
2024 Q1	$498K	Buy	1,916 +222	+13%	+$54.9K	0.02%	172
2023 Q4	$402K	Buy	+1,694	New	+$375K	0.02%	192

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

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

Quotient Wealth Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 4.3% in Q1 2026, buying an estimated $126K and bringing the position to 9,234 shares worth $2.96M. The position accounts for 0.08% of the portfolio, ranked #69.

Quotient Wealth Partners first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.97M in Q4 2025. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Quotient Wealth Partners held 9,234 shares of Vanguard Total Stock Market ETF worth $2.96M as of Q1 2026.
Quotient Wealth Partners bought 377 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $126K.
Vanguard Total Stock Market ETF made up 0.08% of Quotient Wealth Partners's portfolio in Q1 2026, its #69 holding.
Quotient Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Vanguard Total Stock Market ETF position peaked at $2.97M in Q4 2025.
3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.