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Tower View Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Tower View 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 		$178K Buy
553
+20
+4% +$6.71K 0.09% 65
2025
Q4 		$179K Buy
533
+3
+0.6% +$998 0.09% 61
2025
Q3 		$174K Buy
530
+2
+0.4% +$632 0.09% 59
2025
Q2 		$161K Hold
528
– – 0.08% 70
2025
Q1 		$145K Buy
528
+2
+0.4% +$581 0.08% 55
2024
Q4 		$153K Buy
526
+3
+0.6% +$875 0.08% 61
2024
Q3 		$148K Buy
523
+2
+0.4% +$546 0.08% 61
2024
Q2 		$139K Hold
521
– – 0.08% 62
2024
Q1 		$135K Buy
521
+19
+4% +$4.7K 0.08% 67
2023
Q4 		$119K Buy
502
+2
+0.4% +$442 0.07% 64
2023
Q3 		$106K Sell
500
-19
-4% -$4.21K 0.07% 64
2023
Q2 		$114K Buy
519
+2
+0.4% +$417 0.08% 63
2023
Q1 		$106K Buy
517
+2
+0.4% +$400 0.07% 66
2022
Q4 		$78K Buy
515
+2
+0.4% +$385 0.05% 70
2022
Q3 		$92K Buy
513
+3
+0.6% +$598 0.07% 70
2022
Q2 		$96K Buy
510
+2
+0.4% +$411 0.07% 69
2022
Q1 		$116K Buy
508
+1
+0.2% +$225 0.06% 86
2021
Q4 		$122K Buy
507
+2
+0.4% +$472 0.06% 87
2021
Q3 		$112K Buy
505
+2
+0.4% +$456 0.06% 85
2021
Q2 		$112K Buy
503
+1
+0.2% +$217 0.06% 87
2021
Q1 		$104K Sell
502
-53
-10% -$10.7K 0.06% 91
2020
Q4 		$108K Buy
555
+4
+0.7% +$731 0.06% 89
2020
Q3 		$94K Hold
551
– – 0.06% 82
2020
Q2 		$86K Buy
551
+2
+0.4% +$295 0.06% 77
2020
Q1 		$71K Sell
549
-47
-8% -$7.27K 0.06% 70
2019
Q4 		$98K Buy
596
+3
+0.5% +$470 0.07% 72
2019
Q3 		$90K Buy
593
+3
+0.5% +$452 0.07% 69
2019
Q2 		$89K Buy
590
+2
+0.3% +$295 0.08% 65
2019
Q1 		$85K Buy
588
+3
+0.5% +$419 0.08% 65
2018
Q4 		$75K Buy
585
+6
+1% +$828 0.08% 65
2018
Q3 		$87K Hold
579
– – 0.08% 76
2018
Q2 		$81K Buy
579
+3
+0.5% +$419 0.08% 74
2018
Q1 		$78K Buy
576
+2
+0.3% +$280 0.08% 75
2017
Q4 		$79K Buy
+574
New +$76.8K 0.07% 80

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

Tower View Wealth Management's VTI Position: Q1 2026 in Review

Tower View Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 3.8% in Q1 2026, buying an estimated $6.71K and bringing the position to 553 shares worth $178K. The position accounts for 0.09% of the portfolio, ranked #65.

Tower View Wealth Management first reported a position in VTI in Q4 2017 and has held it in 34 quarters since. The position peaked at $179K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Tower View Wealth Management held 553 shares of Vanguard Total Stock Market ETF worth $178K as of Q1 2026.
  • Tower View Wealth Management bought 20 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $6.71K.
  • Vanguard Total Stock Market ETF made up 0.09% of Tower View Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Tower View Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
  • Tower View Wealth Management's Vanguard Total Stock Market ETF position peaked at $179K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.