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Coastwise Capital Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Coastwise Capital Group’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 		– Sell
-1,026
Closed -$282K – 129
2025
Q1 		$282K Buy
1,026
+100
+11% +$29.1K 0.24% 97
2024
Q4 		$268K Hold
926
– – 0.21% 104
2024
Q3 		$262K Buy
+926
New +$253K 0.22% 105

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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Coastwise Capital Group's VTI Position: Q2 2025 in Review

Coastwise Capital Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 1,026 shares — an estimated $282K sold.

Coastwise Capital Group first reported a position in VTI in Q3 2024 and held it in 3 quarters. The position peaked at $282K in Q1 2025. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Coastwise Capital Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Coastwise Capital Group sold 1,026 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $282K.
  • Coastwise Capital Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and held it in 3 quarters.
  • Coastwise Capital Group's Vanguard Morningstar Total Stock Market ETF position peaked at $282K in Q1 2025.
  • 3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Coastwise Capital Group's 13F filing for Q2 2025, filed 11 Jul 2025.