WCG Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

WCG 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	$8.3M	Sell	25,883 -11	-0%	-$3.69K	0.23%	106
2025 Q4	$8.68M	Buy	25,894 +2,000	+8%	+$665K	0.24%	98
2025 Q3	$7.84M	Sell	23,894 -1,596	-6%	-$504K	0.49%	60
2025 Q2	$7.75M	Sell	25,490 -136	-0.5%	-$38.3K	0.5%	59
2025 Q1	$7.04M	Sell	25,626 -5,883	-19%	-$1.71M	0.54%	57
2024 Q4	$9.13M	Buy	31,509 +6,709	+27%	+$1.96M	0.6%	51
2024 Q3	$7.02M	Buy	24,800 +3,010	+14%	+$821K	0.47%	70
2024 Q2	$5.83M	Buy	21,790 +7,655	+54%	+$1.98M	0.43%	69
2024 Q1	$3.67M	Sell	14,135 -7,186	-34%	-$1.78M	0.31%	77
2023 Q4	$5.06M	Buy	21,321 +4,909	+30%	+$1.09M	0.37%	69
2023 Q3	$3.49M	Buy	+16,412	New	+$3.63M	0.26%	89
2022 Q4	–	Sell	-4,427	Closed	-$945K	–	278
2022 Q3	$945K	Buy	+4,427	New	+$882K	0.13%	131

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 $11.5B AUM 18.72% 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

WCG Wealth Advisors's VTI Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.04% in Q1 2026, selling an estimated $3.69K and leaving 25,883 shares worth $8.3M. The position accounts for 0.23% of the portfolio, ranked #106.

WCG Wealth Advisors first reported a position in VTI in Q3 2022 and has held it in 12 quarters since. The position peaked at $9.13M in Q4 2024. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

WCG Wealth Advisors held 25,883 shares of Vanguard Total Stock Market ETF worth $8.3M as of Q1 2026.
WCG Wealth Advisors sold 11 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $3.69K.
Vanguard Total Stock Market ETF made up 0.23% of WCG Wealth Advisors's portfolio in Q1 2026, its #106 holding.
WCG Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2022 and has held it in 12 quarters since.
WCG Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $9.13M in Q4 2024.
3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.