Compton Wealth Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Compton Wealth Advisory 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 Q1	–	Sell	-3,105	Closed	-$900K	–	108
2024 Q4	$900K	Sell	3,105 -2,822	-48%	-$823K	0.23%	60
2024 Q3	$1.68M	Buy	5,927 +25	+0.4%	+$6.82K	0.42%	48
2024 Q2	$1.58M	Buy	5,902 +268	+5%	+$69.4K	0.42%	46
2024 Q1	$1.46M	Buy	+5,634	New	+$1.39M	0.4%	48
2023 Q1	–	Sell	-90,556	Closed	-$17.3M	–	100
2022 Q4	$17.3M	Buy	+90,556	New	+$17.5M	6.75%	2

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 $11.5B AUM 18.72% 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

Compton Wealth Advisory Group's VTI Position: Q1 2025 in Review

Compton Wealth Advisory Group sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 3,105 shares — an estimated $900K sold.

Compton Wealth Advisory Group first reported a position in VTI in Q4 2022 and held it in 5 quarters. The position peaked at $17.3M in Q4 2022. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Compton Wealth Advisory Group reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Compton Wealth Advisory Group sold 3,105 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $900K.
Compton Wealth Advisory Group first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and held it in 5 quarters.
Compton Wealth Advisory Group's Vanguard Total Stock Market ETF position peaked at $17.3M in Q4 2022.
3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2025, filed 29 Apr 2025.