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Strategic Wealth Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Strategic Wealth Investment Group’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 		$464K Sell
1,446
-121
-8% -$40.6K 0.06% 73
2025
Q4 		$525K Sell
1,567
-7,223
-82% -$2.4M 0.06% 73
2025
Q3 		$2.88M Buy
8,790
+8,682
+8,039% +$2.74M 0.24% 55
2025
Q2 		$32.7K Buy
+108
New +$30.4K 0.05% 70
2025
Q1 		– Sell
-53,144
Closed -$15.4M – 123
2024
Q4 		$15.4M Sell
53,144
-6,826
-11% -$1.99M 1.7% 19
2024
Q3 		$16.8M Sell
59,970
-58,929
-50% -$16.1M 1.8% 17
2024
Q2 		$31.9M Buy
+118,899
New +$30.8M 4.03% 5
2023
Q4 		$27M Buy
113,940
+4,158
+4% +$919K 4.06% 6
2023
Q3 		$23.3M Buy
109,782
+1,163
+1% +$257K 4.23% 6
2023
Q2 		$23.9M Buy
108,619
+12,213
+13% +$2.55M 3.8% 7
2023
Q1 		$19.7M Buy
96,406
+13,232
+16% +$2.65M 3.65% 6
2022
Q4 		$16.4M Buy
83,174
+11,720
+16% +$2.26M 3.78% 6
2022
Q3 		$12.8M Buy
71,454
+3,125
+5% +$623K 3.69% 6
2022
Q2 		$12.9M Sell
68,329
-6,370
-9% -$1.31M 3.23% 6
2022
Q1 		$17M Buy
74,699
+6,762
+10% +$1.52M 4.06% 7
2021
Q4 		$16.4M Buy
67,937
+6,460
+11% +$1.53M 4.27% 6
2021
Q3 		$13.7M Buy
61,477
+9,676
+19% +$2.21M 4.08% 6
2021
Q2 		$11.5M Buy
51,801
+8,667
+20% +$1.88M 4.09% 6
2021
Q1 		$8.91M Buy
43,134
+5,149
+14% +$1.04M 4.28% 5
2020
Q4 		$7.39M Buy
37,985
+6,168
+19% +$1.13M 4.33% 6
2020
Q3 		$5.42M Buy
31,817
+6,307
+25% +$1.06M 4.08% 7
2020
Q2 		$3.99M Buy
25,510
+23,786
+1,380% +$3.51M 3.91% 7
2020
Q1 		$222K Sell
1,724
-35,506
-95% -$5.49M 0.36% 40
2019
Q4 		$6.09M Buy
+37,230
New +$5.83M 6.32% 4

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

Strategic Wealth Investment Group's VTI Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 7.7% in Q1 2026, selling an estimated $40.6K and leaving 1,446 shares worth $464K. The position accounts for 0.06% of the portfolio, ranked #73.

Strategic Wealth Investment Group first reported a position in VTI in Q4 2019 and has held it in 24 quarters since. The position peaked at $31.9M in Q2 2024. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Strategic Wealth Investment Group held 1,446 shares of Vanguard Total Stock Market ETF worth $464K as of Q1 2026.
  • Strategic Wealth Investment Group sold 121 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $40.6K.
  • Vanguard Total Stock Market ETF made up 0.06% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #73 holding.
  • Strategic Wealth Investment Group first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 24 quarters since.
  • Strategic Wealth Investment Group's Vanguard Total Stock Market ETF position peaked at $31.9M in Q2 2024.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.