Alpha Omega Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Alpha Omega Group’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	$764K	Sell	2,780 -814	-23%	-$236K	0.91%	11
2024 Q4	$1.04M	Sell	3,594 -78	-2%	-$22.8K	1.23%	11
2024 Q3	$1.04M	Buy	3,672 +2,769	+307%	+$755K	1.43%	10
2024 Q2	$242K	Buy	903 +1	+0.1%	+$259	0.31%	19
2024 Q1	$234K	Buy	902 +5	+0.6%	+$1.24K	0.33%	19
2023 Q4	$213K	Buy	+897	New	+$198K	0.37%	18
2022 Q3	–	Sell	-1,149	Closed	-$217K	–	31
2022 Q2	$217K	Buy	1,149 +4	+0.3%	+$822	0.25%	26
2022 Q1	$261K	Buy	+1,145	New	+$257K	0.26%	27

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Alpha Omega Group's VTI Position: Q1 2025 in Review

Alpha Omega Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 23% in Q1 2025, selling an estimated $236K and leaving 2,780 shares worth $764K. The position accounts for 0.91% of the portfolio, ranked #11.

Alpha Omega Group first reported a position in VTI in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.04M in Q4 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Alpha Omega Group held 2,780 shares of Vanguard Morningstar Total Stock Market ETF worth $764K as of Q1 2025.
Alpha Omega Group sold 814 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $236K.
Vanguard Morningstar Total Stock Market ETF made up 0.91% of Alpha Omega Group's portfolio in Q1 2025, its #11 holding.
Alpha Omega Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 8 quarters since.
Alpha Omega Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.04M in Q4 2024.
3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Alpha Omega Group's 13F filing for Q1 2025, filed 6 May 2025.