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TFO Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

TFO Wealth Partners’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 		$3.01M Buy
9,384
+986
+12% +$331K 0.41% 24
2025
Q4 		$2.82M Buy
8,398
+10
+0.1% +$3.33K 0.42% 22
2025
Q3 		$2.75M Buy
8,388
+206
+3% +$65.1K 0.45% 18
2025
Q2 		$2.49M Buy
8,182
+1,150
+16% +$323K 0.44% 18
2025
Q1 		$1.93M Buy
+7,032
New +$2.04M 0.38% 17
2024
Q4 		– Sell
-5,639
Closed -$1.6M – 35
2024
Q3 		$1.6M Buy
5,639
+19
+0.3% +$5.18K 0.29% 19
2024
Q2 		$1.5M Hold
5,620
– – 0.29% 18
2024
Q1 		$1.46M Buy
5,620
+18
+0.3% +$4.45K 0.28% 18
2023
Q4 		$1.33M Buy
5,602
+41
+0.7% +$9.06K 0.27% 19
2023
Q3 		$1.23M Hold
5,561
– – 0.26% 21
2023
Q2 		$1.23M Buy
5,561
+19
+0.3% +$3.96K 0.26% 19
2023
Q1 		$1.13M Buy
5,542
+2,125
+62% +$425K 0.25% 19
2022
Q4 		$543K Sell
3,417
-6,381
-65% -$1.23M 0.13% 26
2022
Q3 		$1.76M Buy
9,798
+22
+0.2% +$4.38K 0.44% 17
2022
Q2 		$1.84M Buy
9,776
+4,317
+79% +$887K 0.42% 19
2022
Q1 		$1.24M Sell
5,459
-815
-13% -$183K 0.25% 20
2021
Q4 		$1.49M Buy
6,274
+851
+16% +$201K 0.29% 18
2021
Q3 		$1.2M Buy
5,423
+462
+9% +$105K 0.24% 18
2021
Q2 		$1.1M Buy
4,961
+10
+0.2% +$2.17K 0.22% 17
2021
Q1 		$1.02M Buy
4,951
+16
+0.3% +$3.24K 0.31% 15
2020
Q4 		$960K Buy
4,935
+40
+0.8% +$7.31K 0.31% 16
2020
Q3 		$834K Buy
4,895
+21
+0.4% +$3.53K 0.32% 15
2020
Q2 		$763K Sell
4,874
-111
-2% -$16.4K 0.3% 15
2020
Q1 		$642K Buy
+4,985
New +$771K 0.28% 16

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

TFO Wealth Partners's VTI Position: Q1 2026 in Review

TFO Wealth Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 12% in Q1 2026, buying an estimated $331K and bringing the position to 9,384 shares worth $3.01M. The position accounts for 0.41% of the portfolio, ranked #24.

TFO Wealth Partners first reported a position in VTI in Q1 2020 and has held it in 24 quarters since. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • TFO Wealth Partners held 9,384 shares of Vanguard Total Stock Market ETF worth $3.01M as of Q1 2026.
  • TFO Wealth Partners bought 986 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $331K.
  • Vanguard Total Stock Market ETF made up 0.41% of TFO Wealth Partners's portfolio in Q1 2026, its #24 holding.
  • TFO Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and has held it in 24 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on TFO Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.