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

Clarkston 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	-365	Closed	-$106K	–	165
2024 Q4	$106K	Buy	+365	New	+$106K	﹤0.01%	148
2024 Q1	–	Sell	-253	Closed	-$60K	–	166
2023 Q4	$60K	Sell	253 -447	-64%	-$98.8K	﹤0.01%	147
2023 Q3	$149K	Hold	700	–	–	﹤0.01%	140
2023 Q2	$154K	Sell	700 -40	-5%	-$8.34K	﹤0.01%	144
2023 Q1	$151K	Buy	740 +40	+6%	+$8.01K	﹤0.01%	145
2022 Q4	$134K	Hold	700	–	–	﹤0.01%	160
2022 Q3	$126K	Hold	700	–	–	﹤0.01%	159
2022 Q2	$132K	Hold	700	–	–	﹤0.01%	168
2022 Q1	$159K	Sell	700 -500	-42%	-$112K	﹤0.01%	173
2021 Q4	$290K	Hold	1,200	–	–	0.01%	137
2021 Q3	$266K	Hold	1,200	–	–	﹤0.01%	129
2021 Q2	$267K	Sell	1,200 -350	-23%	-$76K	﹤0.01%	130
2021 Q1	$320K	Buy	1,550 +700	+82%	+$142K	0.01%	125
2020 Q4	$165K	Hold	850	–	–	﹤0.01%	117
2020 Q3	$145K	Hold	850	–	–	﹤0.01%	106
2020 Q2	$133K	Hold	850	–	–	﹤0.01%	99
2020 Q1	$110K	Hold	850	–	–	﹤0.01%	94
2019 Q4	$139K	Hold	850	–	–	﹤0.01%	100
2019 Q3	$128K	Buy	+850	New	+$128K	﹤0.01%	99

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Clarkston Capital Partners sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 365 shares — an estimated $106K sold.

Clarkston Capital Partners first reported a position in VTI in Q3 2019 and held it in 19 quarters. The position peaked at $320K in Q1 2021. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Clarkston Capital Partners reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Clarkston Capital Partners sold 365 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $106K.
Clarkston Capital Partners first reported a position in Vanguard Total Stock Market ETF in Q3 2019 and held it in 19 quarters.
Clarkston Capital Partners's Vanguard Total Stock Market ETF position peaked at $320K in Q1 2021.
3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Clarkston Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.