AF
VTI icon

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

Apexium Financial’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 		$1.76M Buy
5,342
+36
+0.7% +$11.4K 0.09% 94
2025
Q2 		$1.62M Sell
5,306
-8
-0.2% -$2.25K 0.09% 94
2025
Q1 		$1.46M Buy
5,314
+1,285
+32% +$373K 0.09% 100
2024
Q4 		$1.17M Buy
4,029
+56
+1% +$16.3K 0.07% 98
2024
Q3 		$1.13M Buy
3,973
+211
+6% +$57.6K 0.07% 91
2024
Q2 		$1.01M Buy
3,762
+819
+28% +$212K 0.07% 91
2024
Q1 		$765K Sell
2,943
-2,839
-49% -$702K 0.06% 109
2023
Q4 		$1.37M Buy
5,782
+2,981
+106% +$659K 0.1% 96
2023
Q3 		$595K Buy
2,801
+3
+0.1% +$664 0.06% 120
2023
Q2 		$616K Sell
2,798
-154
-5% -$32.1K 0.05% 120
2023
Q1 		$603K Sell
2,952
-398
-12% -$79.7K 0.06% 119
2022
Q4 		$640K Sell
3,350
-2,794
-45% -$538K 0.07% 111
2022
Q3 		$1.1M Buy
6,144
+4,670
+317% +$931K 0.14% 69
2022
Q2 		$278K Sell
1,474
-97
-6% -$19.9K 0.16% 77
2022
Q1 		$361K Sell
1,571
-85
-5% -$19.1K 0.19% 63
2021
Q4 		$400K Hold
1,656
– – 0.21% 62
2021
Q3 		$368K Buy
1,656
+76
+5% +$17.3K 0.21% 60
2021
Q2 		$352K Hold
1,580
– – 0.22% 55
2021
Q1 		$327K Hold
1,580
– – 0.24% 56
2020
Q4 		$308K Hold
1,580
– – 0.24% 54
2020
Q3 		$269K Buy
1,580
+168
+12% +$28.3K 0.22% 55
2020
Q2 		$221K Buy
+1,412
New +$208K 0.2% 60
2020
Q1 		– Sell
-1,412
Closed -$231K – 83
2019
Q4 		$231K Buy
+1,412
New +$221K 0.3% 60

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 $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
WI
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Apexium Financial's VTI Position: Q3 2025 in Review

Apexium Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.68% in Q3 2025, buying an estimated $11.4K and bringing the position to 5,342 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #94.

Apexium Financial first reported a position in VTI in Q4 2019 and has held it in 23 quarters since. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Apexium Financial held 5,342 shares of Vanguard Morningstar Total Stock Market ETF worth $1.76M as of Q3 2025.
  • Apexium Financial bought 36 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $11.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Apexium Financial's portfolio in Q3 2025, its #94 holding.
  • Apexium Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 23 quarters since.
  • 3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.