TWM
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Topsail Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Topsail 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 		$163M Sell
507,231
-830
-0.2% -$278K 24% 1
2025
Q4 		$170M Buy
508,061
+57,561
+13% +$19.1M 24.95% 1
2025
Q3 		$148M Buy
450,500
+6,982
+2% +$2.21M 25.09% 1
2025
Q2 		$135M Buy
443,518
+7,457
+2% +$2.1M 24.71% 1
2025
Q1 		$120M Buy
436,061
+13,591
+3% +$3.95M 24.37% 1
2024
Q4 		$122M Buy
+422,470
New +$123M 26.15% 1

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

Topsail Wealth Management's VTI Position: Q1 2026 in Review

Topsail Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.16% in Q1 2026, selling an estimated $278K and leaving 507,231 shares worth $163M. The position accounts for 24% of the portfolio, ranked #1.

Topsail Wealth Management first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $170M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Topsail Wealth Management held 507,231 shares of Vanguard Total Stock Market ETF worth $163M as of Q1 2026.
  • Topsail Wealth Management sold 830 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $278K.
  • Vanguard Total Stock Market ETF made up 24% of Topsail Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Topsail Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Topsail Wealth Management's Vanguard Total Stock Market ETF position peaked at $170M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.