Creekmur Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Creekmur Asset Management’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 Q3	$158K	Hold	480	–	–	0.03%	227
2025 Q2	$146K	Hold	480	–	–	0.03%	247
2025 Q1	$132K	Buy	480 +1	+0.2%	+$291	0.03%	228
2024 Q4	$139K	Buy	479 +1	+0.2%	+$292	0.03%	138
2024 Q3	$135K	Sell	478 -23	-5%	-$6.27K	0.03%	137
2024 Q2	$134K	Buy	501 +24	+5%	+$6.21K	0.03%	151
2024 Q1	$124K	Sell	477 -15	-3%	-$3.71K	0.04%	151
2023 Q4	$117K	Buy	+492	New	+$109K	0.04%	189

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Creekmur Asset Management's VTI Position: Q3 2025 in Review

Creekmur Asset Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2025 at 480 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #227.

Creekmur Asset Management first reported a position in VTI in Q4 2023 and has held it in 8 quarters since. 3,257 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Creekmur Asset Management held 480 shares of Vanguard Morningstar Total Stock Market ETF worth $158K as of Q3 2025.
Creekmur Asset Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Creekmur Asset Management's portfolio in Q3 2025, its #227 holding.
Creekmur Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 8 quarters since.
3,257 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.