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Anderson Financial Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Anderson Financial 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
Q3 		– Sell
-1,000
Closed -$304K – 45
2025
Q2 		$304K Hold
1,000
– – 0.19% 39
2025
Q1 		$275K Buy
1,000
+820
+456% +$238K 0.17% 44
2024
Q4 		$52.2K Buy
+180
New +$52.5K 0.03% 63

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Anderson Financial Strategies's VTI Position: Q3 2025 in Review

Anderson Financial Strategies sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 1,000 shares — an estimated $304K sold.

Anderson Financial Strategies first reported a position in VTI in Q4 2024 and held it in 3 quarters. The position peaked at $304K in Q2 2025. 3,258 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Anderson Financial Strategies reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 1,000 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $304K.
  • Anderson Financial Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 3 quarters.
  • Anderson Financial Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $304K in Q2 2025.
  • 3,258 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Anderson Financial Strategies's 13F filing for Q3 2025, filed 5 Nov 2025.