Atticus Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Atticus Wealth Management’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	-14	Closed	-$4.26K	–	635
2025 Q2	$4.26K	Hold	14	–	–	﹤0.01%	528
2025 Q1	$3.85K	Hold	14	–	–	﹤0.01%	424
2024 Q4	$4.06K	Sell	14 -214	-94%	-$62.4K	﹤0.01%	440
2024 Q3	$64.6K	Hold	228	–	–	0.02%	221
2024 Q2	$61K	Hold	228	–	–	0.02%	218
2024 Q1	$59.3K	Buy	228 +4	+2%	+$990	0.02%	225
2023 Q4	$53.1K	Hold	224	–	–	0.02%	239
2023 Q3	$47.6K	Hold	224	–	–	0.02%	253
2023 Q2	$49.3K	Buy	+224	New	+$46.7K	0.02%	261
2022 Q4	–	Sell	-41	Closed	-$8K	–	643
2022 Q3	$8K	Hold	41	–	–	﹤0.01%	397
2022 Q2	$8K	Sell	41 -14	-25%	-$2.88K	﹤0.01%	428
2022 Q1	$13K	Buy	+55	New	+$12.4K	﹤0.01%	386

Other funds holding VTI

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Atticus Wealth Management's VTI Position: Q3 2025 in Review

Atticus Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 14 shares — an estimated $4.26K sold.

Atticus Wealth Management first reported a position in VTI in Q1 2022 and held it in 12 quarters. The position peaked at $64.6K in Q3 2024. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Atticus Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 14 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $4.26K.
Atticus Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and held it in 12 quarters.
Atticus Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $64.6K in Q3 2024.
3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.