ViaWealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

ViaWealth’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	$750K	Buy	2,337 +45	+2%	+$15.1K	0.42%	71
2025 Q4	$769K	Buy	2,292 +136	+6%	+$45.2K	0.43%	69
2025 Q3	$708K	Buy	2,156 +110	+5%	+$34.7K	0.39%	80
2025 Q2	$622K	Sell	2,046 -257	-11%	-$72.3K	0.37%	88
2025 Q1	$633K	Buy	2,303 +1	+0%	+$291	0.39%	80
2024 Q4	$667K	Buy	2,302 +40	+2%	+$11.7K	0.4%	76
2024 Q3	$640K	Buy	2,262 +20	+0.9%	+$5.46K	0.37%	85
2024 Q2	$600K	Buy	2,242 +379	+20%	+$98.1K	0.37%	82
2024 Q1	$484K	Buy	1,863 +6	+0.3%	+$1.48K	0.3%	106
2023 Q4	$440K	Buy	1,857 +19	+1%	+$4.2K	0.3%	105
2023 Q3	$390K	Buy	1,838 +37	+2%	+$8.19K	0.29%	113
2023 Q2	$397K	Buy	1,801 +13	+0.7%	+$2.71K	0.3%	110
2023 Q1	$365K	Buy	1,788 +213	+14%	+$42.6K	0.29%	118
2022 Q4	$306K	Buy	+1,575	New	+$304K	0.25%	126

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ViaWealth's VTI Position: Q1 2026 in Review

ViaWealth increased its Vanguard Total Stock Market ETF (VTI) stake by 2% in Q1 2026, buying an estimated $15.1K and bringing the position to 2,337 shares worth $750K. The position accounts for 0.42% of the portfolio, ranked #71.

ViaWealth first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $769K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

ViaWealth held 2,337 shares of Vanguard Total Stock Market ETF worth $750K as of Q1 2026.
ViaWealth bought 45 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $15.1K.
Vanguard Total Stock Market ETF made up 0.42% of ViaWealth's portfolio in Q1 2026, its #71 holding.
ViaWealth first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Vanguard Total Stock Market ETF position peaked at $769K in Q4 2025.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.