WE
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Wealth Effects’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wealth Effects’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 		$8.86M Buy
27,615
+151
+0.5% +$50.7K 3.14% 5
2025
Q4 		$9.21M Buy
27,464
+7
+0% +$2.33K 2.88% 7
2025
Q3 		$9.01M Sell
27,457
-1,679
-6% -$530K 2.9% 6
2025
Q2 		$8.86M Buy
29,136
+100
+0.3% +$28.1K 3.31% 5
2025
Q1 		$7.98M Sell
29,036
-35
-0.1% -$10.2K 3.35% 5
2024
Q4 		$8.43M Sell
29,071
-19
-0.1% -$5.54K 2.99% 5
2024
Q3 		$8.24M Buy
29,090
+2,782
+11% +$759K 2.89% 6
2024
Q2 		$7.04M Sell
26,308
-330
-1% -$85.4K 2.55% 6
2024
Q1 		$6.92M Buy
26,638
+200
+0.8% +$49.5K 2.55% 6
2023
Q4 		$6.27M Sell
26,438
-429
-2% -$94.8K 2.36% 7
2023
Q3 		$5.71M Buy
26,867
+501
+2% +$111K 2.82% 6
2023
Q2 		$5.81M Buy
26,366
+519
+2% +$108K 2.56% 7
2023
Q1 		$5.28M Buy
25,847
+340
+1% +$68.1K 2.7% 6
2022
Q4 		$4.88M Buy
+25,507
New +$4.92M 2.78% 6
2022
Q2 		– Sell
-1,234
Closed -$281K – 212
2022
Q1 		$281K Buy
1,234
+202
+20% +$45.4K 0.13% 144
2021
Q4 		$249K Buy
+1,032
New +$244K 0.1% 176

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

Wealth Effects's VTI Position: Q1 2026 in Review

Wealth Effects increased its Vanguard Total Stock Market ETF (VTI) stake by 0.55% in Q1 2026, buying an estimated $50.7K and bringing the position to 27,615 shares worth $8.86M. The position accounts for 3.14% of the portfolio, ranked #5.

Wealth Effects first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.21M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Wealth Effects held 27,615 shares of Vanguard Total Stock Market ETF worth $8.86M as of Q1 2026.
  • Wealth Effects bought 151 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $50.7K.
  • Vanguard Total Stock Market ETF made up 3.14% of Wealth Effects's portfolio in Q1 2026, its #5 holding.
  • Wealth Effects first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • Wealth Effects's Vanguard Total Stock Market ETF position peaked at $9.21M in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.