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WP Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

WP Advisors’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 		$748K Buy
2,331
+7
+0.3% +$2.35K 0.19% 63
2025
Q4 		$779K Sell
2,324
-292
-11% -$97.1K 0.19% 63
2025
Q3 		$858K Sell
2,616
-154
-6% -$48.6K 0.22% 63
2025
Q2 		$842K Hold
2,770
– – 0.23% 59
2025
Q1 		$761K Buy
2,770
+10
+0.4% +$2.9K 0.25% 58
2024
Q4 		$800K Buy
2,760
+17
+0.6% +$4.96K 0.27% 60
2024
Q3 		$777K Buy
2,743
+10
+0.4% +$2.73K 0.28% 59
2024
Q2 		$731K Hold
2,733
– – 0.23% 64
2024
Q1 		$710K Buy
2,733
+9
+0.3% +$2.23K 0.23% 66
2023
Q4 		$646K Buy
2,724
+1,759
+182% +$389K 0.24% 66
2023
Q3 		$205K Buy
965
+28
+3% +$6.2K 0.08% 99
2023
Q2 		$206K Buy
+937
New +$195K 0.08% 97
2022
Q2 		– Sell
-918
Closed -$209K – 117
2022
Q1 		$209K Sell
918
-649
-41% -$146K 0.09% 109
2021
Q4 		$378K Buy
1,567
+6
+0.4% +$1.42K 0.16% 81
2021
Q3 		$347K Buy
1,561
+5
+0.3% +$1.14K 0.14% 82
2021
Q2 		$347K Buy
1,556
+4
+0.3% +$868 0.14% 80
2021
Q1 		$321K Buy
1,552
+5
+0.3% +$1.01K 0.14% 75
2020
Q4 		$301K Buy
1,547
+13
+0.8% +$2.38K 0.15% 76
2020
Q3 		$261K Buy
1,534
+6
+0.4% +$1.01K 0.16% 69
2020
Q2 		$239K Buy
+1,528
New +$225K 0.17% 63
2020
Q1 		– Sell
-1,520
Closed -$249K – 65
2019
Q4 		$249K Buy
1,520
+8
+0.5% +$1.25K 0.26% 54
2019
Q3 		$228K Buy
1,512
+7
+0.5% +$1.05K 0.26% 54
2019
Q2 		$226K Sell
1,505
-672
-31% -$99K 0.25% 58
2019
Q1 		$3.15K Sell
2,177
-676
-24% -$94.3K 0.34% 39
2018
Q4 		$364K Buy
2,853
+29
+1% +$4K 0.36% 38
2018
Q3 		$423K Hold
2,824
– – 0.39% 33
2018
Q2 		$397K Buy
2,824
+13
+0.5% +$1.81K 0.37% 36
2018
Q1 		$382K Buy
2,811
+11
+0.4% +$1.54K 0.41% 33
2017
Q4 		$384K Buy
2,800
+14
+0.5% +$1.87K 0.37% 34
2017
Q3 		$361K Sell
2,786
-1,564
-36% -$198K 0.27% 45
2017
Q2 		$541K Hold
4,350
– – 0.39% 36
2017
Q1 		$528K Hold
4,350
– – 0.33% 37
2016
Q4 		$502K Buy
+4,350
New +$489K 0.35% 35

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

WP Advisors's VTI Position: Q1 2026 in Review

WP Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 0.3% in Q1 2026, buying an estimated $2.35K and bringing the position to 2,331 shares worth $748K. The position accounts for 0.19% of the portfolio, ranked #63.

WP Advisors first reported a position in VTI in Q4 2016 and has held it in 33 quarters since. The position peaked at $858K in Q3 2025. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • WP Advisors held 2,331 shares of Vanguard Total Stock Market ETF worth $748K as of Q1 2026.
  • WP Advisors bought 7 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.35K.
  • Vanguard Total Stock Market ETF made up 0.19% of WP Advisors's portfolio in Q1 2026, its #63 holding.
  • WP Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 33 quarters since.
  • WP Advisors's Vanguard Total Stock Market ETF position peaked at $858K in Q3 2025.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.