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Adero Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Adero Partners’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
Q1 		$3.77M Buy
13,717
+20
+0.1% +$5.81K 0.25% 40
2024
Q4 		$3.97M Buy
13,697
+119
+0.9% +$34.7K 0.26% 39
2024
Q3 		$3.84M Buy
13,578
+1,366
+11% +$373K 0.26% 40
2024
Q2 		$3.27M Buy
12,212
+3,760
+44% +$973K 0.24% 40
2024
Q1 		$2.2M Buy
8,452
+1,183
+16% +$293K 0.17% 59
2023
Q4 		$1.72M Buy
7,269
+454
+7% +$100K 0.15% 62
2023
Q3 		$1.45M Buy
6,815
+2,087
+44% +$462K 0.14% 63
2023
Q2 		$1.04M Buy
4,728
+5
+0.1% +$1.04K 0.1% 70
2023
Q1 		$964K Buy
4,723
+335
+8% +$67.1K 0.11% 73
2022
Q4 		$839K Buy
4,388
+293
+7% +$56.5K 0.1% 72
2022
Q3 		$776K Sell
4,095
-2,380
-37% -$474K 0.1% 75
2022
Q2 		$1.23M Buy
6,475
+26
+0.4% +$5.34K 0.17% 55
2022
Q1 		$1.47M Buy
6,449
+1,627
+34% +$366K 0.22% 51
2021
Q4 		$1.16M Buy
4,822
+36
+0.8% +$8.5K 0.19% 59
2021
Q3 		$1.06M Buy
4,786
+2,299
+92% +$524K 0.19% 56
2021
Q2 		$554K Buy
2,487
+850
+52% +$184K 0.13% 73
2021
Q1 		$338K Sell
1,637
-173
-10% -$35K 0.15% 85
2020
Q4 		$352K Buy
1,810
+4
+0.2% +$731 0.3% 52
2020
Q3 		$307K Buy
1,806
+512
+40% +$86.1K 0.25% 68
2020
Q2 		$203K Buy
+1,294
New +$191K 0.21% 68
2020
Q1 		– Sell
-2,705
Closed -$443K – 90
2019
Q4 		$443K Buy
+2,705
New +$424K 0.5% 46

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Adero Partners's VTI Position: Q1 2025 in Review

Adero Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.15% in Q1 2025, buying an estimated $5.81K and bringing the position to 13,717 shares worth $3.77M. The position accounts for 0.25% of the portfolio, ranked #40.

Adero Partners first reported a position in VTI in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.97M in Q4 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Adero Partners held 13,717 shares of Vanguard Morningstar Total Stock Market ETF worth $3.77M as of Q1 2025.
  • Adero Partners bought 20 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $5.81K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Adero Partners's portfolio in Q1 2025, its #40 holding.
  • Adero Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 21 quarters since.
  • Adero Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $3.97M in Q4 2024.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.