Stonehaven Wealth & Tax Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$2.55M	Buy	7,952 +384	+5%	+$129K	2.26%	12
2025 Q4	$2.54M	Buy	7,568 +360	+5%	+$120K	2.28%	11
2025 Q3	$2.37M	Buy	7,208 +57	+0.8%	+$18K	2.19%	12
2025 Q2	$2.17M	Buy	7,151 +12	+0.2%	+$3.38K	2.12%	13
2025 Q1	$1.96M	Buy	7,139 +1,352	+23%	+$393K	2.07%	13
2024 Q4	$1.68M	Buy	+5,787	New	+$1.69M	1.83%	15

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

Stonehaven Wealth & Tax Solutions's VTI Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Vanguard Total Stock Market ETF (VTI) stake by 5.1% in Q1 2026, buying an estimated $129K and bringing the position to 7,952 shares worth $2.55M. The position accounts for 2.26% of the portfolio, ranked #12.

Stonehaven Wealth & Tax Solutions first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Stonehaven Wealth & Tax Solutions held 7,952 shares of Vanguard Total Stock Market ETF worth $2.55M as of Q1 2026.
Stonehaven Wealth & Tax Solutions bought 384 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $129K.
Vanguard Total Stock Market ETF made up 2.26% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #12 holding.
Stonehaven Wealth & Tax Solutions first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.