Wealthspire Advisors (New York)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wealthspire Advisors (New York)’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	$309M	Sell	963,010 -24,611	-2%	-$8.26M	2.43%	8
2025 Q4	$331M	Sell	987,621 -1,021,823	-51%	-$340M	2.64%	7
2025 Q3	$659M	Buy	2,009,444 +37,140	+2%	+$11.7M	3.45%	7
2025 Q2	$599M	Sell	1,972,304 -294,620	-13%	-$82.9M	3.37%	7
2025 Q1	$623M	Buy	2,266,924 +1,120,527	+98%	+$326M	3.72%	7
2024 Q4	$332M	Buy	1,146,397 +39,041	+4%	+$11.4M	3.3%	7
2024 Q3	$314M	Buy	1,107,356 +35,864	+3%	+$9.78M	3.19%	7
2024 Q2	$287M	Buy	1,071,492 +69,738	+7%	+$18M	3.67%	7
2024 Q1	$260M	Buy	1,001,754 +50,417	+5%	+$12.5M	3.47%	7
2023 Q4	$226M	Buy	951,337 +121,444	+15%	+$26.8M	3.21%	8
2023 Q3	$176M	Buy	829,893 +52,110	+7%	+$11.5M	2.91%	8
2023 Q2	$171M	Buy	777,783 +70,705	+10%	+$14.7M	2.8%	9
2023 Q1	$144M	Sell	707,078 -20,658	-3%	-$4.14M	2.48%	9
2022 Q4	$139M	Sell	727,736 -38,687	-5%	-$7.46M	2.53%	9
2022 Q3	$138M	Buy	766,423 +9,935	+1%	+$1.98M	2.87%	8
2022 Q2	$143M	Sell	756,488 -74,394	-9%	-$15.3M	2.98%	7
2022 Q1	$189M	Buy	830,882 +36,262	+5%	+$8.15M	4.26%	6
2021 Q4	$192M	Sell	794,620 -19,824	-2%	-$4.68M	4.24%	6
2021 Q3	$181M	Sell	814,444 -18,461	-2%	-$4.21M	3.75%	7
2021 Q2	$186M	Sell	832,905 -47,330	-5%	-$10.3M	4.88%	5
2021 Q1	$182M	Buy	880,235 +132,680	+18%	+$26.8M	4.32%	5
2020 Q4	$146M	Buy	747,555 +127,683	+21%	+$23.3M	4.33%	5
2020 Q3	$106M	Buy	619,872 +7,240	+1%	+$1.22M	6.28%	6
2020 Q2	$95.9M	Sell	612,632 -85,808	-12%	-$12.7M	6.68%	5
2020 Q1	$90M	Buy	698,440 +103,027	+17%	+$15.9M	3.77%	5
2019 Q4	$97.4M	Buy	595,413 +4,473	+0.8%	+$701K	7.09%	5
2019 Q3	$89.2M	Sell	590,940 -11,057	-2%	-$1.67M	7.31%	5
2019 Q2	$90.4M	Buy	601,997 +521	+0.1%	+$76.7K	7.87%	5
2019 Q1	$87M	Buy	601,476 +27,507	+5%	+$3.84M	8.07%	5
2018 Q4	$73.3M	Buy	+573,969	New	+$79.2M	7.06%	5

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

Wealthspire Advisors (New York)'s VTI Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.5% in Q1 2026, selling an estimated $8.26M and leaving 963,010 shares worth $309M. The position accounts for 2.43% of the portfolio, ranked #8.

Wealthspire Advisors (New York) first reported a position in VTI in Q4 2018 and has held it in 30 quarters since. The position peaked at $659M in Q3 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Wealthspire Advisors (New York) held 963,010 shares of Vanguard Total Stock Market ETF worth $309M as of Q1 2026.
Wealthspire Advisors (New York) sold 24,611 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $8.26M.
Vanguard Total Stock Market ETF made up 2.43% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #8 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s Vanguard Total Stock Market ETF position peaked at $659M in Q3 2025.
3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.