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Willis Johnson & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Willis Johnson & Associates’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 		$2.19M Buy
6,812
+155
+2% +$52K 0.13% 51
2025
Q4 		$2.23M Sell
6,657
-516
-7% -$172K 0.14% 51
2025
Q3 		$2.35M Sell
7,173
-464
-6% -$147K 0.15% 52
2025
Q2 		$2.32M Buy
7,637
+44
+0.6% +$12.4K 0.16% 51
2025
Q1 		$2.09M Buy
7,593
+208
+3% +$60.4K 0.16% 52
2024
Q4 		$2.14M Sell
7,385
-2,838
-28% -$828K 0.16% 52
2024
Q3 		$2.89M Buy
10,223
+155
+2% +$42.3K 0.22% 47
2024
Q2 		$2.69M Buy
10,068
+549
+6% +$142K 0.22% 47
2024
Q1 		$2.47M Sell
9,519
-2,756
-22% -$682K 0.21% 49
2023
Q4 		$2.91M Buy
12,275
+5,474
+80% +$1.21M 0.27% 44
2023
Q3 		$1.44M Buy
6,801
+1,834
+37% +$406K 0.15% 60
2023
Q2 		$1.09M Buy
4,967
+196
+4% +$40.9K 0.12% 60
2023
Q1 		$974K Sell
4,771
-36
-0.7% -$7.21K 0.12% 59
2022
Q4 		$919K Buy
4,807
+2,465
+105% +$475K 0.12% 58
2022
Q3 		$420K Buy
2,342
+90
+4% +$17.9K 0.06% 72
2022
Q2 		$425K Buy
2,252
+122
+6% +$25.1K 0.06% 74
2022
Q1 		$485K Sell
2,130
-77
-3% -$17.3K 0.06% 69
2021
Q4 		$533K Buy
+2,207
New +$521K 0.07% 60
2021
Q1 		– Sell
-3,284
Closed -$639K – 97
2020
Q4 		$639K Buy
+3,284
New +$600K 0.11% 46

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

Willis Johnson & Associates's VTI Position: Q1 2026 in Review

Willis Johnson & Associates increased its Vanguard Total Stock Market ETF (VTI) stake by 2.3% in Q1 2026, buying an estimated $52K and bringing the position to 6,812 shares worth $2.19M. The position accounts for 0.13% of the portfolio, ranked #51.

Willis Johnson & Associates first reported a position in VTI in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.91M in Q4 2023. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Willis Johnson & Associates held 6,812 shares of Vanguard Total Stock Market ETF worth $2.19M as of Q1 2026.
  • Willis Johnson & Associates bought 155 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $52K.
  • Vanguard Total Stock Market ETF made up 0.13% of Willis Johnson & Associates's portfolio in Q1 2026, its #51 holding.
  • Willis Johnson & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 19 quarters since.
  • Willis Johnson & Associates's Vanguard Total Stock Market ETF position peaked at $2.91M in Q4 2023.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.