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American Financial & Tax Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

American Financial & Tax Strategies’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 		– Sell
-960
Closed -$278K – 92
2024
Q4 		$278K Hold
960
– – 0.14% 83
2024
Q3 		$272K Hold
960
– – 0.14% 87
2024
Q2 		$257K Sell
960
-84
-8% -$21.7K 0.14% 88
2024
Q1 		$271K Hold
1,044
– – 0.15% 84
2023
Q4 		$248K Buy
+1,044
New +$231K 0.14% 85

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 $52B AUM 24.53% 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 $445B AUM 25.58% 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

American Financial & Tax Strategies's VTI Position: Q1 2025 in Review

American Financial & Tax Strategies sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 960 shares — an estimated $278K sold.

American Financial & Tax Strategies first reported a position in VTI in Q4 2023 and held it in 5 quarters. The position peaked at $278K in Q4 2024. 3,156 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • American Financial & Tax Strategies reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • American Financial & Tax Strategies sold 960 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $278K.
  • American Financial & Tax Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 5 quarters.
  • American Financial & Tax Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $278K in Q4 2024.
  • 3,156 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on American Financial & Tax Strategies's 13F filing for Q1 2025, filed 6 May 2025.