WealthNavi Inc
VTI icon

WealthNavi Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WealthNavi Inc’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
Q3 		$4.63B Sell
12,359,684
-472,066
-4% -$177M 35.87% 1
2026
Q2 		$4.75B Sell
12,831,750
-103,323
-0.8% -$36.9M 37.2% 1
2026
Q1 		$4.15B Buy
12,935,073
+540,294
+4% +$181M 35.97% 1
2025
Q4 		$4.16B Buy
12,394,779
+32,017
+0.3% +$10.7M 36.72% 1
2025
Q3 		$4.06B Buy
12,362,762
+9,903
+0.1% +$3.13M 37.6% 1
2025
Q2 		$3.75B Buy
12,352,859
+895,647
+8% +$252M 37.81% 1
2025
Q1 		$3.15B Buy
11,457,212
+345,712
+3% +$100M 35.04% 1
2024
Q4 		$3.22B Sell
11,111,500
-260,565
-2% -$76M 37.44% 1
2024
Q3 		$3.22B Buy
11,372,065
+377,631
+3% +$103M 36.84% 1
2024
Q2 		$2.94B Buy
10,994,434
+443,054
+4% +$115M 37.31% 1
2024
Q1 		$2.74B Sell
10,551,380
-32,418
-0.3% -$8.02M 36.51% 1
2023
Q4 		$2.51B Buy
10,583,798
+25,226
+0.2% +$5.58M 36.41% 1
2023
Q3 		$2.24B Buy
10,558,572
+238,323
+2% +$52.8M 36.34% 1
2023
Q2 		$2.27B Buy
10,320,249
+201,770
+2% +$42.1M 36.9% 1
2023
Q1 		$2.07B Buy
10,118,479
+411,185
+4% +$82.3M 35.2% 1
2022
Q4 		$1.86B Buy
9,707,294
+567,444
+6% +$109M 34.72% 1
2022
Q3 		$1.64B Buy
9,139,850
+337,195
+4% +$67.2M 34.57% 1
2022
Q2 		$1.66B Buy
8,802,655
+892,974
+11% +$183M 33.91% 1
2022
Q1 		$1.8B Buy
7,909,681
+246,478
+3% +$55.4M 33.86% 1
2021
Q4 		$1.85B Buy
7,663,203
+365,282
+5% +$86.2M 33.75% 1
2021
Q3 		$1.62B Buy
7,297,921
+673,361
+10% +$154M 33.35% 1
2021
Q2 		$1.48B Buy
6,624,560
+695,570
+12% +$151M 33.93% 1
2021
Q1 		$1.23B Buy
5,928,990
+461,095
+8% +$93.3M 33.72% 1
2020
Q4 		$1.06B Buy
5,467,895
+98,970
+2% +$18.1M 33.66% 1
2020
Q3 		$914M Buy
5,368,925
+401,687
+8% +$67.6M 33.54% 1
2020
Q2 		$778M Buy
4,967,238
+422,913
+9% +$62.4M 33.68% 1
2020
Q1 		$586M Buy
4,544,325
+798,087
+21% +$123M 32.57% 1
2019
Q4 		$613M Buy
3,746,238
+214,103
+6% +$33.5M 33.35% 1
2019
Q3 		$533M Buy
3,532,135
+374,223
+12% +$56.4M 33.23% 1
2019
Q2 		$474M Buy
3,157,912
+292,308
+10% +$43M 33.46% 1
2019
Q1 		$415M Buy
+2,865,604
New +$400M 33.08% 1

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WealthNavi Inc's VTI Position: Q3 2026 in Review

WealthNavi Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q3 2026, selling an estimated $177M and leaving 12,359,684 shares worth $4.63B. The position accounts for 35.87% of the portfolio, ranked #1.

WealthNavi Inc first reported a position in VTI in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.75B in Q2 2026. 1,615 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • WealthNavi Inc held 12,359,684 shares of Vanguard Morningstar Total Stock Market ETF worth $4.63B as of Q3 2026.
  • WealthNavi Inc sold 472,066 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $177M.
  • Vanguard Morningstar Total Stock Market ETF made up 35.87% of WealthNavi Inc's portfolio in Q3 2026, its #1 holding.
  • WealthNavi Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 31 quarters since.
  • WealthNavi Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $4.75B in Q2 2026.
  • 1,615 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on WealthNavi Inc's 13F filing for Q3 2026, filed 27 Oct 2026.