WA1
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Wimmer Associates 1’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wimmer Associates 1’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 		$6.27M Sell
19,530
-65
-0.3% -$21.8K 3.06% 8
2025
Q4 		$6.57M Sell
19,595
-425
-2% -$141K 3.05% 10
2025
Q3 		$6.57M Hold
20,020
– – 3.16% 8
2025
Q2 		$6.08M Sell
20,020
-430
-2% -$121K 3.11% 9
2025
Q1 		$5.91M Sell
20,450
-500
-2% -$145K 3.12% 9
2024
Q4 		$6.07M Sell
20,950
-440
-2% -$128K 3% 10
2024
Q3 		$6.06M Hold
21,390
– – 2.97% 10
2024
Q2 		$5.72M Hold
21,390
– – 2.93% 10
2024
Q1 		$5.56M Sell
21,390
-175
-0.8% -$43.3K 2.92% 10
2023
Q4 		$5.12M Sell
21,565
-130
-0.6% -$28.7K 2.89% 9
2023
Q3 		$4.61M Sell
21,695
-1,275
-6% -$282K 2.88% 9
2023
Q2 		$5.06M Buy
22,970
+250
+1% +$52.1K 3.04% 8
2023
Q1 		$4.66M Sell
22,720
-830
-4% -$166K 2.98% 8
2022
Q4 		$4.5M Sell
23,550
-260
-1% -$50.1K 2.97% 6
2022
Q3 		$4.62M Buy
23,810
+735
+3% +$146K 3.06% 6
2022
Q2 		$4.35M Sell
23,075
-160
-0.7% -$32.9K 2.84% 8
2022
Q1 		$5.29M Sell
23,235
-470
-2% -$106K 2.94% 7
2021
Q4 		$5.72M Sell
23,705
-90
-0.4% -$21.2K 3.07% 7
2021
Q3 		$5.28M Sell
23,795
-1,100
-4% -$251K 3.13% 7
2021
Q2 		$5.55M Sell
24,895
-165
-0.7% -$35.8K 3.25% 7
2021
Q1 		$5.18M Sell
25,060
-210
-0.8% -$42.5K 2.82% 9
2020
Q4 		$4.92M Hold
25,270
– – 2.93% 8
2020
Q3 		$4.3M Sell
25,270
-1,285
-5% -$216K 2.9% 8
2020
Q2 		$4.52M Sell
26,555
-1,725
-6% -$254K 3.52% 7
2020
Q1 		$3.65M Buy
28,280
+4,070
+17% +$629K 3.39% 6
2019
Q4 		$3.96M Sell
24,210
-1,695
-7% -$266K 3.17% 6
2019
Q3 		$3.91M Sell
25,905
-1,420
-5% -$214K 3.41% 5
2019
Q2 		$4.1M Buy
27,325
+610
+2% +$89.8K 3.58% 3
2019
Q1 		$3.87M Sell
26,715
-915
-3% -$128K 3.43% 3
2018
Q4 		$3.53M Buy
27,630
+165
+0.6% +$22.8K 3.49% 3
2018
Q3 		$4.11M Buy
27,465
+1,745
+7% +$257K 3.42% 4
2018
Q2 		$3.61M Buy
25,720
+1,375
+6% +$192K 3.22% 3
2018
Q1 		$3.3M Sell
24,345
-385
-2% -$54K 2.91% 3
2017
Q4 		$3.39M Sell
24,730
-945
-4% -$126K 3.06% 1
2017
Q3 		$3.33M Buy
25,675
+285
+1% +$36.1K 3.06% 1
2017
Q2 		$3.16M Sell
25,390
-60
-0.2% -$7.39K 2.91% 1
2017
Q1 		$3.09M Sell
25,450
-3,448
-12% -$413K 2.89% 1
2016
Q4 		$3.33M Buy
28,898
+2,555
+10% +$287K 3.09% 1
2016
Q3 		$2.93M Sell
26,343
-1,825
-6% -$202K 2.64% 3
2016
Q2 		$3.02M Buy
28,168
+570
+2% +$60.4K 2.69% 4
2016
Q1 		$2.89M Buy
27,598
+4,515
+20% +$448K 2.65% 2
2015
Q4 		$2.41M Buy
+23,083
New +$2.43M 2.53% 6

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

Wimmer Associates 1's VTI Position: Q1 2026 in Review

Wimmer Associates 1 reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.33% in Q1 2026, selling an estimated $21.8K and leaving 19,530 shares worth $6.27M. The position accounts for 3.06% of the portfolio, ranked #8.

Wimmer Associates 1 first reported a position in VTI in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.57M in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Wimmer Associates 1 held 19,530 shares of Vanguard Total Stock Market ETF worth $6.27M as of Q1 2026.
  • Wimmer Associates 1 sold 65 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $21.8K.
  • Vanguard Total Stock Market ETF made up 3.06% of Wimmer Associates 1's portfolio in Q1 2026, its #8 holding.
  • Wimmer Associates 1 first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and has held it in 42 quarters since.
  • Wimmer Associates 1's Vanguard Total Stock Market ETF position peaked at $6.57M in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.