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Angeles Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Angeles Investment Advisors’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
-980
Closed -$284K – 189
2024
Q4 		$284K Buy
980
+90
+10% +$26.3K 0.01% 147
2024
Q3 		$252K Buy
890
+840
+1,680% +$229K 0.01% 186
2024
Q2 		$13.4K Hold
50
– – ﹤0.01% 210
2024
Q1 		$13K Hold
50
– – ﹤0.01% 218
2023
Q4 		$11.9K Hold
50
– – ﹤0.01% 196
2023
Q3 		$10.6K Hold
50
– – ﹤0.01% 181
2023
Q2 		$11K Sell
50
-140,490
-100% -$29.3M ﹤0.01% 158
2023
Q1 		$28.7M Buy
140,540
+14,045
+11% +$2.81M 2.36% 8
2022
Q4 		$24.2M Buy
126,495
+126,445
+252,890% +$24.4M 2.07% 9
2022
Q3 		$9K Hold
50
– – ﹤0.01% 45
2022
Q2 		$9K Hold
50
– – ﹤0.01% 108
2022
Q1 		$11K Sell
50
-50,911
-100% -$11.4M ﹤0.01% 118
2021
Q4 		$12.3M Buy
50,961
+73
+0.1% +$17.2K 0.61% 24
2021
Q3 		$11.3M Sell
50,888
-280
-0.5% -$63.9K 0.66% 23
2021
Q2 		$11.4M Sell
51,168
-1,582
-3% -$343K 0.71% 21
2021
Q1 		$10.9M Sell
52,750
-1,450
-3% -$293K 0.85% 13
2020
Q4 		$10.5M Sell
54,200
-1,150
-2% -$210K 1.06% 11
2020
Q3 		$9.43M Sell
55,350
-60
-0.1% -$10.1K 1.18% 9
2020
Q2 		$8.67M Sell
55,410
-892,167
-94% -$132M 1.23% 10
2020
Q1 		$122M Sell
947,577
-394,307
-29% -$61M 32.84% 1
2019
Q4 		$220M Hold
1,341,884
– – 44.21% 1
2019
Q3 		$203M Sell
1,341,884
-662
-0% -$99.8K 43.73% 1
2019
Q2 		$202M Buy
+1,342,546
New +$198M 49.45% 1

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 $15.5B AUM 18.35% 1-Year Est. Return

Angeles Investment Advisors's VTI Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 980 shares — an estimated $284K sold.

Angeles Investment Advisors first reported a position in VTI in Q2 2019 and held it in 23 quarters. The position peaked at $220M in Q4 2019. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 980 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $284K.
  • Angeles Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2019 and held it in 23 quarters.
  • Angeles Investment Advisors's Vanguard Total Stock Market ETF position peaked at $220M in Q4 2019.
  • 3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.