WIM
VTI icon

WealthPlan Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

WealthPlan Investment Management’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 		$50.1M Sell
156,274
-19,853
-11% -$6.66M 2.79% 4
2025
Q4 		$59.1M Sell
176,127
-7,031
-4% -$2.34M 3.76% 2
2025
Q3 		$60.1M Buy
183,158
+11,851
+7% +$3.74M 3.99% 2
2025
Q2 		$52.1M Buy
171,307
+25,066
+17% +$7.05M 3.79% 2
2025
Q1 		$40.2M Buy
146,241
+26,209
+22% +$7.61M 3.96% 2
2024
Q4 		$34.8M Buy
120,032
+5,578
+5% +$1.63M 3.44% 2
2024
Q3 		$32.4M Buy
114,454
+85,364
+293% +$23.3M 3.28% 2
2024
Q2 		$7.78M Buy
29,090
+1,249
+4% +$323K 1.18% 33
2024
Q1 		$7.24M Sell
27,841
-7,500
-21% -$1.86M 1.1% 36
2023
Q4 		$8.38M Buy
35,341
+1,444
+4% +$319K 1.34% 26
2023
Q3 		$7.2M Buy
33,897
+6,435
+23% +$1.42M 1.27% 31
2023
Q2 		$5.58M Sell
27,462
-6,710
-20% -$1.4M 1.66% 11
2023
Q1 		$6.97M Sell
34,172
-139,937
-80% -$28M 1.2% 34
2022
Q4 		$36.1M Buy
174,109
+1,169
+0.7% +$225K 2.52% 3
2022
Q3 		$34M Buy
+172,940
New +$34.5M 2.48% 3
2022
Q1 		$40.3M Buy
+194,982
New +$43.8M 2.8% 2

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

WealthPlan Investment Management's VTI Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 11% in Q1 2026, selling an estimated $6.66M and leaving 156,274 shares worth $50.1M. The position accounts for 2.79% of the portfolio, ranked #4.

WealthPlan Investment Management first reported a position in VTI in Q1 2022 and has held it in 16 quarters since. The position peaked at $60.1M in Q3 2025. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • WealthPlan Investment Management held 156,274 shares of Vanguard Total Stock Market ETF worth $50.1M as of Q1 2026.
  • WealthPlan Investment Management sold 19,853 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $6.66M.
  • Vanguard Total Stock Market ETF made up 2.79% of WealthPlan Investment Management's portfolio in Q1 2026, its #4 holding.
  • WealthPlan Investment Management first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Vanguard Total Stock Market ETF position peaked at $60.1M in Q3 2025.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.