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Castleview Partners’s Vanguard 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 Sell
695
-449,952
-100% -$101M 0.1% 192
2021
Q4 		$1.87K Buy
+450,647
New +$106M 0.01% 291
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
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 $15.5B AUM 18.35% 1-Year Est. Return

Castleview Partners's VTI Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard 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 15 quarters. The position peaked at $910K in Q1 2018. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Castleview Partners reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 448 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $130K.
  • Castleview Partners first reported a position in Vanguard Total Stock Market ETF in Q1 2018 and held it in 15 quarters.
  • Castleview Partners's Vanguard Total Stock Market ETF position peaked at $910K in Q1 2018.
  • 3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

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