BW
VTI icon

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

Balance Wealth’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
-770
Closed -$253K – 150
2025
Q3 		$253K Buy
+770
New +$243K 0.06% 123

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Balance Wealth's VTI Position: Q4 2025 in Review

Balance Wealth sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 770 shares — an estimated $253K sold.

Balance Wealth first reported a position in VTI in Q3 2025 and held it in 1 quarter. The position peaked at $253K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Balance Wealth reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Balance Wealth sold 770 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $253K.
  • Balance Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and held it in 1 quarter.
  • Balance Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $253K in Q3 2025.
  • 3,578 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Balance Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.