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Stone House Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Stone House Investment 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 		$37.2K Hold
116
– – 0.01% 209
2025
Q4 		$38.9K Hold
116
– – 0.01% 188
2025
Q3 		$38.1K Hold
116
– – 0.01% 174
2025
Q2 		$35.3K Sell
116
-864
-88% -$243K 0.01% 180
2025
Q1 		$269K Buy
980
+201
+26% +$58.4K 0.05% 50
2024
Q4 		$226K Buy
779
+1
+0.1% +$292 0.06% 50
2024
Q3 		$220K Buy
778
+3
+0.4% +$818 0.05% 47
2024
Q2 		$207K Hold
775
– – 0.05% 49
2024
Q1 		$202K Buy
+775
New +$192K 0.05% 55

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

Stone House Investment Management's VTI Position: Q1 2026 in Review

Stone House Investment Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 116 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #209.

Stone House Investment Management first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $269K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Stone House Investment Management held 116 shares of Vanguard Total Stock Market ETF worth $37.2K as of Q1 2026.
  • Stone House Investment Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #209 holding.
  • Stone House Investment Management first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
  • Stone House Investment Management's Vanguard Total Stock Market ETF position peaked at $269K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.