Bellwether Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bellwether 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 Q3	–	Sell	-342	Closed	-$104K	–	564
2025 Q2	$104K	Hold	342	–	–	0.02%	169
2025 Q1	$94K	Hold	342	–	–	0.02%	176
2024 Q4	$99.1K	Buy	+342	New	+$99.8K	0.02%	184
2023 Q2	–	Sell	-421	Closed	-$85.9K	–	440
2023 Q1	$85.9K	Sell	421 -226	-35%	-$45.2K	0.02%	160
2022 Q4	$124K	Sell	647 -901	-58%	-$174K	0.04%	145
2022 Q3	$277K	Sell	1,548 -36	-2%	-$7.17K	0.09%	94
2022 Q2	$298K	Sell	1,584 -973	-38%	-$200K	0.1%	101
2022 Q1	$582K	Buy	2,557 +574	+29%	+$129K	0.17%	93
2021 Q4	$478K	Buy	1,983 +146	+8%	+$34.5K	0.15%	94
2021 Q3	$407K	Hold	1,837	–	–	0.14%	120
2021 Q2	$409K	Buy	1,837 +933	+103%	+$202K	0.14%	101
2021 Q1	$186K	Hold	904	–	–	0.07%	114
2020 Q4	$175K	Buy	+904	New	+$165K	0.08%	110

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

Bellwether Advisors's VTI Position: Q3 2025 in Review

Bellwether Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 342 shares — an estimated $104K sold.

Bellwether Advisors first reported a position in VTI in Q4 2020 and held it in 13 quarters. The position peaked at $582K in Q1 2022. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Bellwether Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 342 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $104K.
Bellwether Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $582K in Q1 2022.
3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.