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TSG Advice Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TSG Advice 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 		$336K Sell
1,048
-1
-0.1% -$336 0.05% 105
2025
Q4 		$352K Buy
+1,049
New +$349K 0.05% 84

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TSG Advice Partners's VTI Position: Q1 2026 in Review

TSG Advice Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.1% in Q1 2026, selling an estimated $336 and leaving 1,048 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #105.

TSG Advice Partners first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $352K in Q4 2025. 3,570 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • TSG Advice Partners held 1,048 shares of Vanguard Morningstar Total Stock Market ETF worth $336K as of Q1 2026.
  • TSG Advice Partners sold 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2026, an estimated $336.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of TSG Advice Partners's portfolio in Q1 2026, its #105 holding.
  • TSG Advice Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $352K in Q4 2025.
  • 3,570 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.