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

BlueChip Wealth 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	-2,218	Closed	-$674K	–	189
2025 Q2	$674K	Sell	2,218 -8	-0.4%	-$2.25K	0.3%	67
2025 Q1	$612K	Buy	2,226 +535	+32%	+$155K	0.3%	71
2024 Q4	$490K	Hold	1,691	–	–	0.27%	75
2024 Q3	$479K	Buy	1,691 +35	+2%	+$9.55K	0.25%	78
2024 Q2	$443K	Hold	1,656	–	–	0.26%	80
2024 Q1	$430K	Hold	1,656	–	–	0.28%	69
2023 Q4	$393K	Buy	+1,656	New	+$366K	0.28%	76

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

BlueChip Wealth Advisors's VTI Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 2,218 shares — an estimated $674K sold.

BlueChip Wealth Advisors first reported a position in VTI in Q4 2023 and held it in 7 quarters. The position peaked at $674K in Q2 2025. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

BlueChip Wealth Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 2,218 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $674K.
BlueChip Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 7 quarters.
BlueChip Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $674K in Q2 2025.
3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.