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

Stockman 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 		$1.1M Sell
3,424
-1,678
-33% -$563K 0.12% 79
2025
Q4 		$1.71M Buy
5,102
+1,574
+45% +$524K 0.2% 65
2025
Q3 		$1.16M Buy
3,528
+53
+2% +$16.7K 0.14% 72
2025
Q2 		$1.06M Sell
3,475
-2,716
-44% -$764K 0.14% 74
2025
Q1 		$1.7M Sell
6,191
-14
-0.2% -$4.07K 0.25% 60
2024
Q4 		$1.8M Buy
6,205
+291
+5% +$84.9K 0.28% 57
2024
Q3 		$1.67M Sell
5,914
-779
-12% -$212K 0.26% 58
2024
Q2 		$1.79M Sell
6,693
-463
-6% -$120K 0.31% 58
2024
Q1 		$1.86M Sell
7,156
-2,015
-22% -$499K 0.33% 56
2023
Q4 		$2.18M Sell
9,171
-5,132
-36% -$1.13M 0.43% 47
2023
Q3 		$3.04M Sell
14,303
-5,807
-29% -$1.29M 0.67% 40
2023
Q2 		$4.43M Sell
20,110
-1,415
-7% -$295K 0.95% 38
2023
Q1 		$4.39M Sell
21,525
-2,555
-11% -$511K 0.98% 38
2022
Q4 		$4.6M Buy
24,080
+188
+0.8% +$36.2K 1.06% 37
2022
Q3 		$4.29M Buy
23,892
+286
+1% +$57K 1.16% 37
2022
Q2 		$4.45M Sell
23,606
-251
-1% -$51.6K 1.14% 34
2022
Q1 		$5.43M Sell
23,857
-330
-1% -$74.2K 1.13% 34
2021
Q4 		$5.84M Buy
24,187
+841
+4% +$199K 1.19% 34
2021
Q3 		$5.18M Buy
23,346
+749
+3% +$171K 1.15% 32
2021
Q2 		$5.04M Buy
22,597
+1,500
+7% +$326K 1.2% 31
2021
Q1 		$4.36M Buy
21,097
+830
+4% +$168K 1.21% 33
2020
Q4 		$3.94M Buy
20,267
+78
+0.4% +$14.3K 1.21% 34
2020
Q3 		$3.44M Sell
20,189
-150
-0.7% -$25.2K 1.25% 32
2020
Q2 		$3.18M Sell
20,339
-279
-1% -$41.1K 1.19% 34
2020
Q1 		$2.66M Buy
20,618
+101
+0.5% +$15.6K 1.18% 34
2019
Q4 		$3.36M Buy
20,517
+677
+3% +$106K 1.19% 31
2019
Q3 		$3M Buy
19,840
+18
+0.1% +$2.71K 1.15% 31
2019
Q2 		$2.98M Sell
19,822
-39
-0.2% -$5.74K 1.21% 30
2019
Q1 		$2.87M Hold
19,861
– – 1.26% 32
2018
Q4 		$2.54M Buy
19,861
+770
+4% +$106K 1.21% 31
2018
Q3 		$2.86M Sell
19,091
-35
-0.2% -$5.15K 1.23% 31
2018
Q2 		$2.69M Sell
19,126
-2,275
-11% -$317K 1.23% 31
2018
Q1 		$2.9M Buy
21,401
+316
+1% +$44.3K 1.33% 29
2017
Q4 		$2.89M Buy
21,085
+170
+0.8% +$22.8K 1.3% 30
2017
Q3 		$2.71M Buy
20,915
+3,499
+20% +$443K 1.3% 31
2017
Q2 		$2.17M Sell
17,416
-367
-2% -$45.2K 2.16% 10
2017
Q1 		$2.16M Sell
17,783
-139
-0.8% -$16.6K 1.23% 34
2016
Q4 		$2.07M Buy
17,922
+1,896
+12% +$213K 1.26% 33
2016
Q3 		$1.78M Buy
+16,026
New +$1.78M 1.11% 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

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

Stockman Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 33% in Q1 2026, selling an estimated $563K and leaving 3,424 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #79.

Stockman Wealth Management first reported a position in VTI in Q3 2016 and has held it in 39 quarters since. The position peaked at $5.84M in Q4 2021. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Stockman Wealth Management held 3,424 shares of Vanguard Morningstar Total Stock Market ETF worth $1.1M as of Q1 2026.
  • Stockman Wealth Management sold 1,678 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $563K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Stockman Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Stockman Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 39 quarters since.
  • Stockman Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $5.84M in Q4 2021.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.