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

Schrum 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
2026 Q1	$455K	Buy	1,417 +469	+49%	+$157K	0.35%	72
2025 Q4	$318K	Buy	948 +1	+0.1%	+$333	0.24%	102
2025 Q3	$311K	Buy	947 +19	+2%	+$6K	0.23%	102
2025 Q2	$282K	Hold	928	–	–	0.23%	102
2025 Q1	$255K	Buy	928 +10	+1%	+$2.9K	0.22%	106
2024 Q4	$266K	Sell	918 -710	-44%	-$207K	0.23%	104
2024 Q3	$461K	Buy	1,628 +477	+41%	+$130K	0.24%	99
2024 Q2	$308K	Buy	+1,151	New	+$298K	0.28%	89

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 $11.5B AUM 18.72% 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

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

Schrum Private Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 49% in Q1 2026, buying an estimated $157K and bringing the position to 1,417 shares worth $455K. The position accounts for 0.35% of the portfolio, ranked #72.

Schrum Private Wealth Management first reported a position in VTI in Q2 2024 and has held it in 8 quarters since. The position peaked at $461K in Q3 2024. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Schrum Private Wealth Management held 1,417 shares of Vanguard Total Stock Market ETF worth $455K as of Q1 2026.
Schrum Private Wealth Management bought 469 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $157K.
Vanguard Total Stock Market ETF made up 0.35% of Schrum Private Wealth Management's portfolio in Q1 2026, its #72 holding.
Schrum Private Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
Schrum Private Wealth Management's Vanguard Total Stock Market ETF position peaked at $461K in Q3 2024.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.