BHPW
VTI icon

Beverly Hills Private Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Beverly Hills Private 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
Q3 		– Sell
-1,832
Closed -$557K – 367
2025
Q2 		$557K Hold
1,832
– – 0.1% 160
2025
Q1 		$503K Sell
1,832
-21
-1% -$6.1K 0.1% 173
2024
Q4 		$537K Hold
1,853
– – 0.11% 163
2024
Q3 		$525K Hold
1,853
– – 0.11% 180
2024
Q2 		$496K Hold
1,853
– – 0.11% 188
2024
Q1 		$482K Hold
1,853
– – 0.11% 196
2023
Q4 		$440K Hold
1,853
– – 0.11% 192
2023
Q3 		$394K Buy
1,853
+7
+0.4% +$1.55K 0.12% 188
2023
Q2 		$411K Buy
+1,846
New +$385K 0.07% 256

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

Beverly Hills Private Wealth's VTI Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 1,832 shares — an estimated $557K sold.

Beverly Hills Private Wealth first reported a position in VTI in Q2 2023 and held it in 9 quarters. The position peaked at $557K in Q2 2025. 3,257 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Beverly Hills Private Wealth reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,832 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $557K.
  • Beverly Hills Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and held it in 9 quarters.
  • Beverly Hills Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $557K in Q2 2025.
  • 3,257 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.