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

Tower 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 		$3.15M Buy
9,807
+59
+0.6% +$19.8K 1.74% 11
2025
Q4 		$3.27M Sell
9,748
-19
-0.2% -$6.32K 1.8% 10
2025
Q3 		$3.21M Buy
9,767
+490
+5% +$155K 1.76% 10
2025
Q2 		$2.82M Buy
9,277
+322
+4% +$90.6K 1.67% 10
2025
Q1 		$2.46M Sell
8,955
-85
-0.9% -$24.7K 1.32% 13
2024
Q4 		$2.62M Buy
9,040
+6,820
+307% +$1.99M 1.37% 13
2024
Q3 		$629K Hold
2,220
– – 0.37% 27
2024
Q2 		$594K Hold
2,220
– – 0.37% 28
2024
Q1 		$577K Hold
2,220
– – 0.37% 30
2023
Q4 		$527K Hold
2,220
– – 0.37% 31
2023
Q3 		$472K Hold
2,220
– – 0.39% 34
2023
Q2 		$489K Sell
2,220
-154
-6% -$32.1K 0.39% 32
2023
Q1 		$485K Sell
2,374
-24
-1% -$4.8K 0.4% 31
2022
Q4 		$458K Hold
2,398
– – 0.4% 31
2022
Q3 		$465K Hold
2,398
– – 0.44% 31
2022
Q2 		$452K Hold
2,398
– – 0.6% 27
2022
Q1 		$546K Hold
2,398
– – 0.59% 23
2021
Q4 		$579K Hold
2,398
– – 0.59% 22
2021
Q3 		$532K Hold
2,398
– – 0.56% 23
2021
Q2 		$534K Sell
2,398
-127
-5% -$27.6K 0.59% 23
2021
Q1 		$522K Hold
2,525
– – 0.67% 24
2020
Q4 		$491K Buy
+2,525
New +$462K 0.56% 22

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

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

Tower Wealth Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 0.61% in Q1 2026, buying an estimated $19.8K and bringing the position to 9,807 shares worth $3.15M. The position accounts for 1.74% of the portfolio, ranked #11.

Tower Wealth Partners first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.27M in Q4 2025. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Tower Wealth Partners held 9,807 shares of Vanguard Total Stock Market ETF worth $3.15M as of Q1 2026.
  • Tower Wealth Partners bought 59 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $19.8K.
  • Vanguard Total Stock Market ETF made up 1.74% of Tower Wealth Partners's portfolio in Q1 2026, its #11 holding.
  • Tower Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's Vanguard Total Stock Market ETF position peaked at $3.27M in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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