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

Centricity 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 		$3.18M Buy
10,479
+22
+0.2% +$6.19K 2.55% 12
2025
Q1 		$2.87M Buy
10,457
+101
+1% +$29.3K 2.61% 11
2024
Q4 		$3M Buy
+10,356
New +$3.02M 2.8% 8

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 $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Centricity Wealth Management's VTI Position: Q2 2025 in Review

Centricity Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.21% in Q2 2025, buying an estimated $6.19K and bringing the position to 10,479 shares worth $3.18M. The position accounts for 2.55% of the portfolio, ranked #12.

Centricity Wealth Management first reported a position in VTI in Q4 2024 and has held it in 3 quarters since. 3,223 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Centricity Wealth Management held 10,479 shares of Vanguard Morningstar Total Stock Market ETF worth $3.18M as of Q2 2025.
  • Centricity Wealth Management bought 22 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $6.19K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.55% of Centricity Wealth Management's portfolio in Q2 2025, its #12 holding.
  • Centricity Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 3,223 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.