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

Clarity Capital 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
-726
Closed -$210K – 142
2024
Q4 		$210K Hold
726
– – 0.11% 111
2024
Q3 		$206K Buy
+726
New +$198K 0.12% 115
2024
Q1 		– Sell
-1,028
Closed -$244K – 135
2023
Q4 		$244K Buy
+1,028
New +$227K 0.17% 104

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 $17.8B AUM 24.16% 1-Year Est. Return

Clarity Capital Partners's VTI Position: Q1 2025 in Review

Clarity Capital Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 726 shares — an estimated $210K sold.

Clarity Capital Partners first reported a position in VTI in Q4 2023 and held it in 3 quarters. The position peaked at $244K in Q4 2023. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Clarity Capital Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Clarity Capital Partners sold 726 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $210K.
  • Clarity Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 3 quarters.
  • Clarity Capital Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $244K in Q4 2023.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Clarity Capital Partners's 13F filing for Q1 2025, filed 28 Apr 2025.