VPWA
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Vestia Personal Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Vestia Personal Wealth Advisors’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 		$677K Buy
2,111
+125
+6% +$41.9K 0.32% 41
2025
Q4 		$673K Sell
1,986
-16,293
-89% -$5.42M 0.34% 41
2025
Q3 		$668K Buy
18,279
+2,074
+13% +$655K 0.39% 36
2025
Q2 		$618K Buy
16,205
+387
+2% +$109K 0.42% 37
2025
Q1 		$453K Sell
15,818
-1,035
-6% -$301K 0.36% 44
2024
Q4 		$484K Buy
16,853
+1,763
+12% +$514K 0.4% 43
2024
Q3 		$459K Sell
15,090
-1
-0% -$273 0.43% 39
2024
Q2 		$435K Buy
+15,091
New +$3.91M 0.46% 39

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

Vestia Personal Wealth Advisors's VTI Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.3% in Q1 2026, buying an estimated $41.9K and bringing the position to 2,111 shares worth $677K. The position accounts for 0.32% of the portfolio, ranked #41.

Vestia Personal Wealth Advisors first reported a position in VTI in Q2 2024 and has held it in 8 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Vestia Personal Wealth Advisors held 2,111 shares of Vanguard Morningstar Total Stock Market ETF worth $677K as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 125 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $41.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Vestia Personal Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.