BMM
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Buffington Mohr McNeal’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Buffington Mohr McNeal’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
Q1 		$330K Sell
1,201
-17
-1% -$4.94K 0.07% 86
2024
Q4 		$353K Sell
1,218
-680
-36% -$198K 0.06% 103
2024
Q3 		$538K Buy
1,898
+868
+84% +$237K 0.09% 92
2024
Q2 		$276K Sell
1,030
-10
-1% -$2.59K 0.05% 111
2024
Q1 		$270K Sell
1,040
-85
-8% -$21K 0.05% 115
2023
Q4 		$267K Sell
1,125
-42
-4% -$9.29K 0.05% 114
2023
Q3 		$248K Sell
1,167
-257
-18% -$56.9K 0.06% 112
2023
Q2 		$314K Sell
1,424
-173
-11% -$36.1K 0.07% 106
2023
Q1 		$326K Sell
1,597
-1,500
-48% -$300K 0.07% 105
2022
Q4 		$592K Buy
3,097
+1
+0% +$193 0.14% 93
2022
Q3 		$556K Buy
3,096
+826
+36% +$165K 0.13% 90
2022
Q2 		$428K Buy
2,270
+65
+3% +$13.4K 0.09% 97
2022
Q1 		$502K Sell
2,205
-151
-6% -$34K 0.1% 94
2021
Q4 		$569K Sell
2,356
-210
-8% -$49.6K 0.1% 97
2021
Q3 		$570K Buy
2,566
+1,619
+171% +$369K 0.11% 88
2021
Q2 		$211K Buy
+947
New +$206K 0.04% 122
2021
Q1 		– Sell
-1,229
Closed -$239K – 126
2020
Q4 		$239K Hold
1,229
– – 0.06% 114
2020
Q3 		$209K Sell
1,229
-723
-37% -$122K 0.06% 115
2020
Q2 		$306K Buy
+1,952
New +$288K 0.09% 103
2019
Q2 		– Sell
-829
Closed -$120K – 325
2019
Q1 		$120K Buy
+829
New +$116K 0.04% 138

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 $49.2B AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Buffington Mohr McNeal's VTI Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q1 2025, selling an estimated $4.94K and leaving 1,201 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #86.

Buffington Mohr McNeal first reported a position in VTI in Q1 2019 and has held it in 20 quarters since. The position peaked at $592K in Q4 2022. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Buffington Mohr McNeal held 1,201 shares of Vanguard Morningstar Total Stock Market ETF worth $330K as of Q1 2025.
  • Buffington Mohr McNeal sold 17 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $4.94K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Buffington Mohr McNeal's portfolio in Q1 2025, its #86 holding.
  • Buffington Mohr McNeal first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 20 quarters since.
  • Buffington Mohr McNeal's Vanguard Morningstar Total Stock Market ETF position peaked at $592K in Q4 2022.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.