RW Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

RW Investment 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	$150M	Buy	+466,024	New	+$156M	14.47%	2
2025 Q3	$152M	Sell	461,768 -31,547	-6%	-$9.97M	15.62%	1
2025 Q2	$150M	Buy	493,315 +12,956	+3%	+$3.64M	16.71%	1
2025 Q1	$132M	Sell	480,359 -11,388	-2%	-$3.31M	16.22%	1
2024 Q4	$143M	Buy	491,747 +7,261	+1%	+$2.12M	17.36%	1
2024 Q3	$137M	Buy	484,486 +5,332	+1%	+$1.45M	17.07%	1
2024 Q2	$128M	Buy	479,154 +15,252	+3%	+$3.95M	17.33%	1
2024 Q1	$121M	Buy	463,902 +27,256	+6%	+$6.74M	16.79%	2
2023 Q4	$104M	Buy	436,646 +58,728	+16%	+$13M	15.79%	2
2023 Q3	$80.3M	Buy	377,918 +86,047	+29%	+$19M	14.58%	2
2023 Q2	$64.3M	Buy	291,871 +119,219	+69%	+$24.9M	13.32%	2
2023 Q1	$35.2M	Buy	172,652 +85,660	+98%	+$17.1M	9.8%	4
2022 Q4	$16.6M	Buy	+86,992	New	+$16.8M	6.54%	6

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

RW Investment Management's VTI Position: Q1 2026 in Review

RW Investment Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026: 466,024 shares worth $150M. The stake represents 14.47% of the portfolio and ranks #2 among its holdings. This is a return to the name: RW Investment Management previously reported a position in VTI as recently as Q3 2025.

RW Investment Management first reported a position in VTI in Q4 2022 and has held it in 13 quarters since. The position peaked at $152M in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

RW Investment Management held 466,024 shares of Vanguard Morningstar Total Stock Market ETF worth $150M as of Q1 2026.
Vanguard Morningstar Total Stock Market ETF was a new RW Investment Management position in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 14.47% of RW Investment Management's portfolio in Q1 2026, its #2 holding.
RW Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $152M in Q3 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.