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Wilson & Boucher Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wilson & Boucher 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 		$16.9M Sell
52,828
-281
-0.5% -$94.3K 11.24% 1
2025
Q4 		$17.8M Sell
53,109
-517
-1% -$172K 11.69% 1
2025
Q3 		$17.6M Buy
53,626
+617
+1% +$195K 11.57% 1
2025
Q2 		$16.1M Buy
53,009
+618
+1% +$174K 11.24% 1
2025
Q1 		$14.4M Buy
52,391
+2,956
+6% +$859K 10.73% 1
2024
Q4 		$14.3M Buy
49,435
+4,265
+9% +$1.24M 10.15% 1
2024
Q3 		$12.8M Buy
45,170
+8,310
+23% +$2.27M 8.81% 1
2024
Q2 		$9.86M Buy
36,860
+1,456
+4% +$377K 7.56% 1
2024
Q1 		$9.2M Buy
35,404
+1,834
+5% +$454K 7.25% 1
2023
Q4 		$7.96M Buy
33,570
+1,109
+3% +$245K 6.71% 1
2023
Q3 		$6.9M Sell
32,461
-709
-2% -$157K 6.55% 1
2023
Q2 		$7.31M Buy
33,170
+3,158
+11% +$659K 6.59% 1
2023
Q1 		$6.13M Buy
30,012
+1,169
+4% +$234K 5.89% 1
2022
Q4 		$5.51M Sell
28,843
-41
-0.1% -$7.9K 5.65% 1
2022
Q3 		$5.18M Buy
28,884
+71
+0.2% +$14.2K 6.04% 1
2022
Q2 		$5.43M Sell
28,813
-934
-3% -$192K 5.97% 1
2022
Q1 		$6.77M Buy
29,747
+1,922
+7% +$432K 6.14% 1
2021
Q4 		$6.72M Buy
+27,825
New +$6.57M 6.05% 1

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

Wilson & Boucher Capital Management's VTI Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.53% in Q1 2026, selling an estimated $94.3K and leaving 52,828 shares worth $16.9M. The position accounts for 11.24% of the portfolio, ranked #1.

Wilson & Boucher Capital Management first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.8M in Q4 2025. 3,558 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Wilson & Boucher Capital Management held 52,828 shares of Vanguard Morningstar Total Stock Market ETF worth $16.9M as of Q1 2026.
  • Wilson & Boucher Capital Management sold 281 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $94.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 11.24% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #1 holding.
  • Wilson & Boucher Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Wilson & Boucher Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $17.8M in Q4 2025.
  • 3,558 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.