CWM
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Crowley Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Crowley Wealth 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
Q4 		– Sell
-2,258
Closed -$741K – 353
2025
Q3 		$741K Buy
2,258
+476
+27% +$150K 0.59% 31
2025
Q2 		$542K Buy
1,782
+885
+99% +$249K 0.49% 37
2025
Q1 		$247K Sell
897
-86
-9% -$25K 0.23% 62
2024
Q4 		$285K Buy
+983
New +$287K 0.25% 57

Other funds holding VTI

Vanguard Group
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
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Crowley Wealth Management's VTI Position: Q4 2025 in Review

Crowley Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 2,258 shares — an estimated $741K sold.

Crowley Wealth Management first reported a position in VTI in Q4 2024 and held it in 4 quarters. The position peaked at $741K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Crowley Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 2,258 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $741K.
  • Crowley Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $741K in Q3 2025.
  • 3,578 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.