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

Castleview 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 Q1	–	Sell	-448	Closed	-$130K	–	569
2024 Q4	$130K	Sell	448 -33	-7%	-$9.63K	0.07%	232
2024 Q3	$136K	Buy	481 +19	+4%	+$5.18K	0.08%	204
2024 Q2	$124K	Buy	462 +45	+11%	+$11.6K	0.07%	219
2024 Q1	$108K	Buy	417 +11	+3%	+$2.72K	0.06%	248
2023 Q4	$96.3K	Sell	406 -1,218	-75%	-$269K	0.07%	211
2023 Q3	$345K	Buy	1,624 +1,474	+983%	+$326K	0.32%	72
2023 Q2	$33K	Hold	150	–	–	0.03%	312
2023 Q1	$30.6K	Hold	150	–	–	0.03%	303
2022 Q4	$28.7K	Hold	150	–	–	0.03%	274
2022 Q3	$27K	Sell	150 -5,381	-97%	-$1.07M	0.03%	308
2022 Q2	$281K	Buy	5,531 +4,836	+696%	+$994K	0.22%	104
2022 Q1	$158K	Buy	+695	New	+$156K	0.1%	192
2021 Q2	$505K	Buy	+2,267	New	+$492K	0.22%	94
2018 Q1	$910K	Buy	+6,706	New	+$940K	0.75%	28

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

Castleview Partners's VTI Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 448 shares — an estimated $130K sold.

Castleview Partners first reported a position in VTI in Q1 2018 and held it in 14 quarters. The position peaked at $910K in Q1 2018. 3,161 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Castleview Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 448 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $130K.
Castleview Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and held it in 14 quarters.
Castleview Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $910K in Q1 2018.
3,161 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.