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Towercrest Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Towercrest Capital 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 		$537K Sell
1,673
-65
-4% -$21.8K 0.08% 69
2025
Q4 		$583K Sell
1,738
-892
-34% -$297K 0.09% 66
2025
Q3 		$863K Sell
2,630
-36
-1% -$11.4K 0.14% 57
2025
Q2 		$810K Sell
2,666
-29
-1% -$8.16K 0.14% 52
2025
Q1 		$741K Sell
2,695
-27
-1% -$7.84K 0.14% 54
2024
Q4 		$789K Sell
2,722
-54
-2% -$15.8K 0.13% 56
2024
Q3 		$786K Sell
2,776
-24
-0.9% -$6.55K 0.13% 55
2024
Q2 		$749K Sell
2,800
-33
-1% -$8.54K 0.12% 57
2024
Q1 		$736K Sell
2,833
-18
-0.6% -$4.45K 0.12% 57
2023
Q4 		$676K Hold
2,851
– – 0.12% 56
2023
Q3 		$606K Sell
2,851
-46
-2% -$10.2K 0.12% 55
2023
Q2 		$638K Buy
2,897
+31
+1% +$6.47K 0.12% 55
2023
Q1 		$585K Sell
2,866
-561
-16% -$112K 0.12% 55
2022
Q4 		$655K Sell
3,427
-347
-9% -$66.9K 0.15% 52
2022
Q3 		$677K Sell
3,774
-64
-2% -$12.8K 0.16% 51
2022
Q2 		$724K Buy
3,838
+10
+0.3% +$2.06K 0.16% 51
2022
Q1 		$872K Sell
3,828
-35
-0.9% -$7.87K 0.17% 51
2021
Q4 		$933K Sell
3,863
-12
-0.3% -$2.83K 0.17% 50
2021
Q3 		$860K Sell
3,875
-44
-1% -$10K 0.16% 51
2021
Q2 		$873K Buy
+3,919
New +$851K 0.17% 49
2020
Q2 		– Sell
-1,283
Closed -$210K – 85
2020
Q1 		$210K Hold
1,283
– – 0.06% 76
2019
Q4 		$210K Buy
+1,283
New +$201K 0.05% 78

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

Towercrest Capital Management's VTI Position: Q1 2026 in Review

Towercrest Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q1 2026, selling an estimated $21.8K and leaving 1,673 shares worth $537K. The position accounts for 0.08% of the portfolio, ranked #69.

Towercrest Capital Management first reported a position in VTI in Q4 2019 and has held it in 22 quarters since. The position peaked at $933K in Q4 2021. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Towercrest Capital Management held 1,673 shares of Vanguard Morningstar Total Stock Market ETF worth $537K as of Q1 2026.
  • Towercrest Capital Management sold 65 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $21.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Towercrest Capital Management's portfolio in Q1 2026, its #69 holding.
  • Towercrest Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 22 quarters since.
  • Towercrest Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $933K in Q4 2021.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.