Simplicity Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Simplicity Wealth’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	$2.53M	Sell	7,883 -303	-4%	-$102K	0.14%	152
2025 Q4	$2.74M	Sell	8,186 -2,136	-21%	-$711K	0.16%	139
2025 Q3	$3.39M	Buy	10,322 +50	+0.5%	+$15.8K	0.2%	117
2025 Q2	$3.12M	Buy	10,272 +2,705	+36%	+$761K	0.13%	159
2025 Q1	$2.08M	Buy	7,567 +3,140	+71%	+$912K	0.16%	148
2024 Q4	$1.28M	Sell	4,427 -2,203	-33%	-$643K	0.27%	70
2024 Q3	$1.88M	Sell	6,630 -38,496	-85%	-$10.5M	0.17%	116
2024 Q2	$12.1M	Sell	45,126 -604	-1%	-$156K	0.27%	77
2024 Q1	$11.9M	Buy	+45,730	New	+$11.3M	0.28%	72

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

Simplicity Wealth's VTI Position: Q1 2026 in Review

Simplicity Wealth reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.7% in Q1 2026, selling an estimated $102K and leaving 7,883 shares worth $2.53M. The position accounts for 0.14% of the portfolio, ranked #152.

Simplicity Wealth first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.1M in Q2 2024. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Simplicity Wealth held 7,883 shares of Vanguard Total Stock Market ETF worth $2.53M as of Q1 2026.
Simplicity Wealth sold 303 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $102K.
Vanguard Total Stock Market ETF made up 0.14% of Simplicity Wealth's portfolio in Q1 2026, its #152 holding.
Simplicity Wealth first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Vanguard Total Stock Market ETF position peaked at $12.1M in Q2 2024.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.