Aureus Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Aureus Asset 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 Q4	–	Sell	-640	Closed	-$210K	–	216
2025 Q3	$210K	Buy	+640	New	+$202K	0.01%	192
2022 Q3	–	Sell	-1,911	Closed	-$360K	–	184
2022 Q2	$360K	Hold	1,911	–	–	0.03%	144
2022 Q1	$435K	Buy	+1,911	New	+$430K	0.03%	156
2015 Q3	–	Sell	-1,992	Closed	-$213K	–	175
2015 Q2	$213K	Hold	1,992	–	–	0.04%	161
2015 Q1	$214K	Sell	1,992 -68	-3%	-$7.26K	0.05%	143
2014 Q4	$218K	Buy	+2,060	New	+$213K	0.05%	127

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aureus Asset Management's VTI Position: Q4 2025 in Review

Aureus Asset Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 640 shares — an estimated $210K sold.

Aureus Asset Management first reported a position in VTI in Q4 2014 and held it in 6 quarters. The position peaked at $435K in Q1 2022. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Aureus Asset Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Aureus Asset Management sold 640 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $210K.
Aureus Asset Management first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and held it in 6 quarters.
Aureus Asset Management's Vanguard Total Stock Market ETF position peaked at $435K in Q1 2022.
3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on Aureus Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.