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

Certus 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 Q3	$744K	Hold	2,266	–	–	0.45%	39
2025 Q2	$689K	Buy	2,266 +9	+0.4%	+$2.53K	0.44%	38
2025 Q1	$648K	Buy	2,257 +1	+0%	+$291	0.44%	38
2024 Q4	$677K	Sell	2,256 -153	-6%	-$44.6K	0.45%	36
2024 Q3	$682K	Sell	2,409 -675	-22%	-$184K	0.47%	36
2024 Q2	$825K	Sell	3,084 -53	-2%	-$13.7K	0.63%	35
2024 Q1	$795K	Buy	3,137 +54	+2%	+$13.4K	0.63%	31
2023 Q4	$731K	Sell	3,083 -43	-1%	-$9.51K	0.62%	33
2023 Q3	$664K	Buy	3,126 +59	+2%	+$13.1K	0.63%	33
2023 Q2	$676K	Buy	+3,067	New	+$640K	0.67%	39

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Certus Wealth Management's VTI Position: Q3 2025 in Review

Certus Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2025 at 2,266 shares worth $744K. The position accounts for 0.45% of the portfolio, ranked #39.

Certus Wealth Management first reported a position in VTI in Q2 2023 and has held it in 10 quarters since. The position peaked at $825K in Q2 2024. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Certus Wealth Management held 2,266 shares of Vanguard Morningstar Total Stock Market ETF worth $744K as of Q3 2025.
Certus Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of Certus Wealth Management's portfolio in Q3 2025, its #39 holding.
Certus Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $825K in Q2 2024.
3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.