SWM
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Seaside Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Seaside 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 		$114M Buy
355,403
+7,059
+2% +$2.37M 32.07% 1
2025
Q4 		$117M Buy
348,344
+1,788
+0.5% +$595K 33.32% 1
2025
Q3 		$114M Sell
346,556
-85
-0% -$26.9K 33.75% 1
2025
Q2 		$105M Buy
346,641
+6,304
+2% +$1.77M 33.52% 1
2025
Q1 		$93.5M Buy
340,337
+5,628
+2% +$1.64M 33.37% 1
2024
Q4 		$97M Buy
334,709
+13,528
+4% +$3.95M 35.5% 1
2024
Q3 		$90.9M Buy
321,181
+10,345
+3% +$2.82M 34.38% 1
2024
Q2 		$83.2M Buy
310,836
+6,353
+2% +$1.64M 34.47% 1
2024
Q1 		$79.1M Buy
304,483
+3,282
+1% +$812K 33.76% 1
2023
Q4 		$71.5M Sell
301,201
-7,629
-2% -$1.69M 32.68% 1
2023
Q3 		$65.6M Buy
308,830
+14,738
+5% +$3.26M 33.34% 1
2023
Q2 		$64.8M Buy
294,092
+16,747
+6% +$3.49M 33.53% 1
2023
Q1 		$56.6M Buy
277,345
+10,008
+4% +$2M 34.39% 1
2022
Q4 		$51.1M Buy
267,337
+8,354
+3% +$1.61M 33.78% 1
2022
Q3 		$50.3M Buy
258,983
+36,018
+16% +$7.18M 34.69% 1
2022
Q2 		$46M Buy
+222,965
New +$45.8M 34.79% 1

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 $11.5B AUM 18.72% 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

Seaside Wealth Management's VTI Position: Q1 2026 in Review

Seaside Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 2% in Q1 2026, buying an estimated $2.37M and bringing the position to 355,403 shares worth $114M. The position accounts for 32.07% of the portfolio, ranked #1.

Seaside Wealth Management first reported a position in VTI in Q2 2022 and has held it in 16 quarters since. The position peaked at $117M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Seaside Wealth Management held 355,403 shares of Vanguard Total Stock Market ETF worth $114M as of Q1 2026.
  • Seaside Wealth Management bought 7,059 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.37M.
  • Vanguard Total Stock Market ETF made up 32.07% of Seaside Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Seaside Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
  • Seaside Wealth Management's Vanguard Total Stock Market ETF position peaked at $117M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.