WCM
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WealthTrak Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

WealthTrak Capital 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 		$295K Buy
+920
New +$309K 0.21% 68
2025
Q3 		– Sell
-349
Closed -$106K – 869
2025
Q2 		$106K Sell
349
-35
-9% -$9.84K 0.09% 88
2025
Q1 		$106K Buy
+384
New +$112K 0.09% 86

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

WealthTrak Capital Management's VTI Position: Q1 2026 in Review

WealthTrak Capital Management opened a new position in Vanguard Total Stock Market ETF (VTI) in Q1 2026: 920 shares worth $295K. The stake represents 0.21% of the portfolio and ranks #68 among its holdings. This is a return to the name: WealthTrak Capital Management previously reported a position in VTI as recently as Q2 2025.

WealthTrak Capital Management first reported a position in VTI in Q1 2025 and has held it in 3 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • WealthTrak Capital Management held 920 shares of Vanguard Total Stock Market ETF worth $295K as of Q1 2026.
  • Vanguard Total Stock Market ETF was a new WealthTrak Capital Management position in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.21% of WealthTrak Capital Management's portfolio in Q1 2026, its #68 holding.
  • WealthTrak Capital Management first reported a position in Vanguard Total Stock Market ETF in Q1 2025 and has held it in 3 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.