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Tilia Fiduciary Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tilia Fiduciary 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 		$897K Buy
2,795
+1
+0% +$336 0.49% 56
2025
Q4 		$937K Buy
2,794
+36
+1% +$12K 0.52% 56
2025
Q3 		$905K Sell
2,758
-95
-3% -$30K 0.52% 55
2025
Q2 		$867K Buy
2,853
+93
+3% +$26.2K 0.53% 58
2025
Q1 		$759K Buy
2,760
+158
+6% +$45.9K 0.51% 61
2024
Q4 		$754K Buy
+2,602
New +$759K 0.51% 58
2023
Q3 		– Sell
-203
Closed -$44.7K – 491
2023
Q2 		$44.7K Buy
203
+56
+38% +$11.7K 0.04% 230
2023
Q1 		$30.1K Buy
147
+26
+21% +$5.21K 0.03% 260
2022
Q4 		$23.1K Buy
121
+41
+51% +$7.9K 0.02% 273
2022
Q3 		$14K Sell
80
-35
-30% -$6.98K 0.01% 339
2022
Q2 		$22K Sell
115
-89
-44% -$18.3K 0.02% 286
2022
Q1 		$46K Buy
204
+137
+204% +$30.8K 0.04% 228
2021
Q4 		$16K Buy
+67
New +$15.8K 0.01% 372

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

Tilia Fiduciary Partners's VTI Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.04% in Q1 2026, buying an estimated $336 and bringing the position to 2,795 shares worth $897K. The position accounts for 0.49% of the portfolio, ranked #56.

Tilia Fiduciary Partners first reported a position in VTI in Q4 2021 and has held it in 13 quarters since. The position peaked at $937K in Q4 2025. 3,559 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Tilia Fiduciary Partners held 2,795 shares of Vanguard Morningstar Total Stock Market ETF worth $897K as of Q1 2026.
  • Tilia Fiduciary Partners bought 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2026, an estimated $336.
  • Vanguard Morningstar Total Stock Market ETF made up 0.49% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #56 holding.
  • Tilia Fiduciary Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 13 quarters since.
  • Tilia Fiduciary Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $937K in Q4 2025.
  • 3,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.