Blue Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Blue Investment Partners’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	$2.17M	Buy	+7,128	New	+$2M	0.76%	23

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Blue Investment Partners's VTI Position: Q2 2025 in Review

Blue Investment Partners opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025: 7,128 shares worth $2.17M. The stake represents 0.76% of the portfolio and ranks #23 among its holdings.

3,229 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Blue Investment Partners held 7,128 shares of Vanguard Morningstar Total Stock Market ETF worth $2.17M as of Q2 2025.
Vanguard Morningstar Total Stock Market ETF was a new Blue Investment Partners position in Q2 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.76% of Blue Investment Partners's portfolio in Q2 2025, its #23 holding.
3,229 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.