SAM
VTI icon

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

Smartleaf 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 		$12.8M Buy
41,094
+9,009
+28% +$3.02M 0.46% 41
2025
Q4 		$10.8M Buy
32,085
+18,057
+129% +$6.01M 0.41% 45
2025
Q3 		$4.59M Buy
14,028
+2,317
+20% +$732K 0.28% 66
2025
Q2 		$3.55M Sell
11,711
-296
-2% -$83.3K 0.31% 63
2025
Q1 		$3.28M Buy
12,007
+1,647
+16% +$478K 0.32% 64
2024
Q4 		$3.01M Sell
10,360
-72
-0.7% -$21K 0.31% 64
2024
Q3 		$2.94M Buy
10,432
+53
+0.5% +$14.5K 0.36% 56
2024
Q2 		$2.8M Buy
10,379
+941
+10% +$244K 0.46% 41
2024
Q1 		$2.45M Buy
9,438
+379
+4% +$93.8K 0.47% 43
2023
Q4 		$2.16M Buy
+9,059
New +$2M 0.58% 39

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 $12.8B AUM 19.73% 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

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

Smartleaf Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 28% in Q1 2026, buying an estimated $3.02M and bringing the position to 41,094 shares worth $12.8M. The position accounts for 0.46% of the portfolio, ranked #41.

Smartleaf Asset Management first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Smartleaf Asset Management held 41,094 shares of Vanguard Morningstar Total Stock Market ETF worth $12.8M as of Q1 2026.
  • Smartleaf Asset Management bought 9,009 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $3.02M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.46% of Smartleaf Asset Management's portfolio in Q1 2026, its #41 holding.
  • Smartleaf Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.