AWM
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Accredited Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Accredited Wealth 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
2025
Q3 		$1.87M Sell
960
-4,766
-83% -$1.51M 1.39% 18
2025
Q2 		$1.75M Sell
5,726
-526
-8% -$148K 1.41% 17
2025
Q1 		$1.72M Sell
6,252
-259
-4% -$75.2K 1.45% 16
2024
Q4 		$1.89M Buy
+6,511
New +$1.9M 1.65% 17

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Accredited Wealth Management's VTI Position: Q3 2025 in Review

Accredited Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 83% in Q3 2025, selling an estimated $1.51M and leaving 960 shares worth $1.87M. The position accounts for 1.39% of the portfolio, ranked #18.

Accredited Wealth Management first reported a position in VTI in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.89M in Q4 2024. 3,245 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Accredited Wealth Management held 960 shares of Vanguard Total Stock Market ETF worth $1.87M as of Q3 2025.
  • Accredited Wealth Management sold 4,766 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $1.51M.
  • Vanguard Total Stock Market ETF made up 1.39% of Accredited Wealth Management's portfolio in Q3 2025, its #18 holding.
  • Accredited Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Vanguard Total Stock Market ETF position peaked at $1.89M in Q4 2024.
  • 3,245 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.