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Revere Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Revere Asset 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
2026
Q1 		$291K Hold
908
– – 0.15% 19
2025
Q4 		$304K Sell
908
-33
-4% -$11K 0.11% 26
2025
Q3 		$309K Sell
941
-7
-0.7% -$2.21K 0.12% 28
2025
Q2 		$288K Buy
+948
New +$267K 0.14% 20

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

Revere Asset Management's VTI Position: Q1 2026 in Review

Revere Asset Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 908 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #19.

Revere Asset Management first reported a position in VTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $309K in Q3 2025. 3,573 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Revere Asset Management held 908 shares of Vanguard Morningstar Total Stock Market ETF worth $291K as of Q1 2026.
  • Revere Asset Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Revere Asset Management's portfolio in Q1 2026, its #19 holding.
  • Revere Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Revere Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $309K in Q3 2025.
  • 3,573 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Revere Asset Management's 13F filing for Q1 2026, filed 6 May 2026.