SPWM
VTI icon

Straight Path Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Straight Path 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 		$307K Sell
957
-4
-0.4% -$1.34K 0.08% 92
2025
Q4 		$322K Buy
961
+276
+40% +$91.8K 0.09% 90
2025
Q3 		$225K Hold
685
– – 0.06% 127
2025
Q2 		$208K Sell
685
-122
-15% -$34.3K 0.07% 110
2025
Q1 		$222K Buy
+807
New +$234K 0.09% 94
2023
Q3 		– Sell
-1,362
Closed -$300K – 83
2023
Q2 		$300K Hold
1,362
– – 0.21% 59
2023
Q1 		$278K Hold
1,362
– – 0.22% 55
2022
Q4 		$260K Buy
+1,362
New +$262K 0.25% 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 $11.5B AUM 18.72% 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