Corrigan Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Corrigan Financial’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	$1.06M	Buy	+3,870	New	+$1.12M	0.22%	36
2023 Q3	–	Sell	-1,109	Closed	-$244K	–	75
2023 Q2	$244K	Sell	1,109 -15	-1%	-$3.13K	0.08%	65
2023 Q1	$229K	Sell	1,124 -13	-1%	-$2.6K	0.08%	68
2022 Q4	$217K	Buy	+1,137	New	+$219K	0.08%	70
2022 Q2	–	Sell	-890	Closed	-$203K	–	88
2022 Q1	$203K	Sell	890 -33	-4%	-$7.42K	0.06%	85
2021 Q4	$223K	Sell	923 -37	-4%	-$8.73K	0.06%	81
2021 Q3	$213K	Sell	960 -15	-2%	-$3.42K	0.07%	76
2021 Q2	$217K	Sell	975 -10	-1%	-$2.17K	0.07%	77
2021 Q1	$204K	Buy	+985	New	+$199K	0.07%	77
2020 Q1	–	Sell	-1,284	Closed	-$210K	–	77
2019 Q4	$210K	Buy	+1,284	New	+$201K	0.15%	67
2018 Q4	–	Sell	-1,341	Closed	-$201K	–	58
2018 Q3	$201K	Sell	1,341 -41	-3%	-$6.03K	0.14%	54
2018 Q2	$194K	Sell	1,382 -118	-8%	-$16.5K	0.14%	57
2018 Q1	$204K	Buy	1,500 +3	+0.2%	+$421	0.16%	54
2017 Q4	$206K	Buy	+1,497	New	+$200K	0.17%	46

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

Corrigan Financial's VTI Position: Q1 2025 in Review

Corrigan Financial opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025: 3,870 shares worth $1.06M. The stake represents 0.22% of the portfolio and ranks #36 among its holdings. This is a return to the name: Corrigan Financial previously reported a position in VTI as recently as Q2 2023.

Corrigan Financial first reported a position in VTI in Q4 2017 and has held it in 14 quarters since. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Corrigan Financial held 3,870 shares of Vanguard Morningstar Total Stock Market ETF worth $1.06M as of Q1 2025.
Vanguard Morningstar Total Stock Market ETF was a new Corrigan Financial position in Q1 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of Corrigan Financial's portfolio in Q1 2025, its #36 holding.
Corrigan Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 14 quarters since.
3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Corrigan Financial's 13F filing for Q1 2025, filed 15 Apr 2025.