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West Wealth Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

West Wealth Group’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 		$891K Buy
2,778
+1,783
+179% +$598K 0.18% 41
2025
Q4 		$334K Buy
995
+27
+3% +$8.98K 0.07% 87
2025
Q3 		$318K Buy
968
+198
+26% +$62.5K 0.07% 88
2025
Q2 		$240K Buy
+770
New +$217K 0.06% 100

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

West Wealth Group's VTI Position: Q1 2026 in Review

West Wealth Group increased its Vanguard Total Stock Market ETF (VTI) stake by 179% in Q1 2026, buying an estimated $598K and bringing the position to 2,778 shares worth $891K. The position accounts for 0.18% of the portfolio, ranked #41.

West Wealth Group first reported a position in VTI in Q2 2025 and has held it in 4 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • West Wealth Group held 2,778 shares of Vanguard Total Stock Market ETF worth $891K as of Q1 2026.
  • West Wealth Group bought 1,783 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $598K.
  • Vanguard Total Stock Market ETF made up 0.18% of West Wealth Group's portfolio in Q1 2026, its #41 holding.
  • West Wealth Group first reported a position in Vanguard Total Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.