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Better Money Decisions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Better Money Decisions’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
Q2 		$659K Sell
2,167
-32
-1% -$9K 0.4% 43
2025
Q1 		$604K Buy
2,199
+1,104
+101% +$321K 0.4% 42
2024
Q4 		$317K Sell
1,095
-73
-6% -$21.3K 0.22% 54
2024
Q3 		$331K Sell
1,168
-53
-4% -$14.5K 0.23% 50
2024
Q2 		$327K Sell
1,221
-176
-13% -$45.6K 0.25% 49
2024
Q1 		$363K Buy
1,397
+346
+33% +$85.6K 0.29% 47
2023
Q4 		$249K Sell
1,051
-43
-4% -$9.51K 0.21% 55
2023
Q3 		$232K Sell
1,094
-165
-13% -$36.5K 0.2% 55
2023
Q2 		$277K Buy
1,259
+1
+0.1% +$209 0.23% 53
2023
Q1 		$257K Sell
1,258
-38
-3% -$7.61K 0.22% 55
2022
Q4 		$248K Sell
1,296
-7
-0.5% -$1.35K 0.21% 59
2022
Q3 		$234K Sell
1,303
-481
-27% -$95.9K 0.23% 54
2022
Q2 		$337K Sell
1,784
-86
-5% -$17.7K 0.29% 43
2022
Q1 		$426K Sell
1,870
-300
-14% -$67.5K 0.4% 40
2021
Q4 		$524K Sell
2,170
-271
-11% -$64K 0.44% 38
2021
Q3 		$542K Buy
2,441
+90
+4% +$20.5K 0.45% 37
2021
Q2 		$524K Buy
2,351
+216
+10% +$46.9K 0.47% 36
2021
Q1 		$441K Buy
+2,135
New +$432K 0.46% 32

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Better Money Decisions's VTI Position: Q2 2025 in Review

Better Money Decisions reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2025, selling an estimated $9K and leaving 2,167 shares worth $659K. The position accounts for 0.4% of the portfolio, ranked #43.

Better Money Decisions first reported a position in VTI in Q1 2021 and has held it in 18 quarters since. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Better Money Decisions held 2,167 shares of Vanguard Morningstar Total Stock Market ETF worth $659K as of Q2 2025.
  • Better Money Decisions sold 32 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.4% of Better Money Decisions's portfolio in Q2 2025, its #43 holding.
  • Better Money Decisions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 18 quarters since.
  • 3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.