CAWM
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Capital A Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Capital A 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
Q2 		– Sell
-99
Closed -$27.2K – 831
2025
Q1 		$27.2K Buy
99
+35
+55% +$10.2K 0.03% 202
2024
Q4 		$18.5K Buy
+64
New +$18.7K 0.03% 240

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Capital A Wealth Management's VTI Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 99 shares — an estimated $27.2K sold.

Capital A Wealth Management first reported a position in VTI in Q4 2024 and held it in 2 quarters. The position peaked at $27.2K in Q1 2025. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 99 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $27.2K.
  • Capital A Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Vanguard Total Stock Market ETF position peaked at $27.2K in Q1 2025.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.