VW
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Vance Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Vance Wealth’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 		$371K Buy
1,156
+25
+2% +$8.39K 0.11% 87
2025
Q4 		$379K Buy
1,131
+29
+3% +$9.65K 0.11% 85
2025
Q3 		$363K Hold
1,102
– – 0.11% 84
2025
Q2 		$335K Sell
1,102
-101
-8% -$28.4K 0.11% 86
2025
Q1 		$331K Buy
1,203
+107
+10% +$31.1K 0.12% 81
2024
Q4 		$318K Buy
1,096
+52
+5% +$15.2K 0.12% 74
2024
Q3 		$296K Buy
1,044
+5
+0.5% +$1.36K 0.11% 80
2024
Q2 		$278K Buy
1,039
+20
+2% +$5.18K 0.11% 80
2024
Q1 		$265K Buy
1,019
+65
+7% +$16.1K 0.11% 78
2023
Q4 		$226K Buy
+954
New +$211K 0.1% 76
2022
Q1 		– Sell
-2,699
Closed -$652K – 68
2021
Q4 		$652K Buy
+2,699
New +$637K 0.64% 16

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

Vance Wealth's VTI Position: Q1 2026 in Review

Vance Wealth increased its Vanguard Total Stock Market ETF (VTI) stake by 2.2% in Q1 2026, buying an estimated $8.39K and bringing the position to 1,156 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #87.

Vance Wealth first reported a position in VTI in Q4 2021 and has held it in 11 quarters since. The position peaked at $652K in Q4 2021. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Vance Wealth held 1,156 shares of Vanguard Total Stock Market ETF worth $371K as of Q1 2026.
  • Vance Wealth bought 25 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $8.39K.
  • Vanguard Total Stock Market ETF made up 0.11% of Vance Wealth's portfolio in Q1 2026, its #87 holding.
  • Vance Wealth first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
  • Vance Wealth's Vanguard Total Stock Market ETF position peaked at $652K in Q4 2021.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.