Cahill Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cahill Wealth Management’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	$10M	Sell	36,384 -104	-0.3%	-$30.2K	5.09%	5
2024 Q4	$10.6M	Buy	36,488 +66	+0.2%	+$19.3K	5.39%	4
2024 Q3	$10.3M	Sell	36,422 -292	-0.8%	-$79.6K	5.32%	5
2024 Q2	$9.82M	Sell	36,714 -62	-0.2%	-$16K	5.86%	3
2024 Q1	$9.56M	Sell	36,776 -450	-1%	-$111K	5.56%	4
2023 Q4	$8.83M	Sell	37,226 -87	-0.2%	-$19.2K	5.94%	4
2023 Q3	$7.93M	Sell	37,313 -566	-1%	-$125K	6.08%	3
2023 Q2	$8.34M	Sell	37,879 -282	-0.7%	-$58.8K	5.76%	4
2023 Q1	$7.79M	Buy	38,161 +15	+0%	+$3K	5.75%	4
2022 Q4	$7.91M	Sell	38,146 -2,375	-6%	-$458K	5.75%	3
2022 Q3	$7.27M	Sell	40,521 -36	-0.1%	-$7.17K	6.49%	3
2022 Q2	$7.65M	Sell	40,557 -108	-0.3%	-$22.2K	6.47%	3
2022 Q1	$9.26M	Buy	+40,665	New	+$9.14M	6.87%	3

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HWM

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

Cahill Wealth Management's VTI Position: Q1 2025 in Review

Cahill Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.29% in Q1 2025, selling an estimated $30.2K and leaving 36,384 shares worth $10M. The position accounts for 5.09% of the portfolio, ranked #5.

Cahill Wealth Management first reported a position in VTI in Q1 2022 and has held it in 13 quarters since. The position peaked at $10.6M in Q4 2024. 3,159 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Cahill Wealth Management held 36,384 shares of Vanguard Morningstar Total Stock Market ETF worth $10M as of Q1 2025.
Cahill Wealth Management sold 104 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $30.2K.
Vanguard Morningstar Total Stock Market ETF made up 5.09% of Cahill Wealth Management's portfolio in Q1 2025, its #5 holding.
Cahill Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $10.6M in Q4 2024.
3,159 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.