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Cutter & Co Brokerage’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cutter & Co Brokerage’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
-867
Closed -$238K – 170
2025
Q1 		$238K Sell
867
-60
-6% -$17.4K 0.06% 151
2024
Q4 		$269K Sell
927
-20
-2% -$5.83K 0.07% 141
2024
Q3 		$268K Sell
947
-91
-9% -$24.8K 0.06% 157
2024
Q2 		$278K Sell
1,038
-60
-5% -$15.5K 0.07% 153
2024
Q1 		$285K Sell
1,098
-38
-3% -$9.4K 0.07% 147
2023
Q4 		$269K Buy
1,136
+2
+0.2% +$442 0.07% 146
2023
Q3 		$241K Buy
1,134
+12
+1% +$2.66K 0.07% 160
2023
Q2 		$247K Sell
1,122
-31
-3% -$6.47K 0.07% 167
2023
Q1 		$235K Hold
1,153
– – 0.07% 171
2022
Q4 		$220K Hold
1,153
– – 0.07% 183
2022
Q3 		$207K Buy
+1,153
New +$230K 0.08% 184
2022
Q2 		– Sell
-944
Closed -$215K – 246
2022
Q1 		$215K Sell
944
-80
-8% -$18K 0.06% 204
2021
Q4 		$247K Buy
1,024
+31
+3% +$7.32K 0.07% 223
2021
Q3 		$221K Buy
993
+17
+2% +$3.88K 0.05% 257
2021
Q2 		$217K Buy
+976
New +$212K 0.05% 260

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

Cutter & Co Brokerage's VTI Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 867 shares — an estimated $238K sold.

Cutter & Co Brokerage first reported a position in VTI in Q2 2021 and held it in 15 quarters. The position peaked at $285K in Q1 2024. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 867 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $238K.
  • Cutter & Co Brokerage first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and held it in 15 quarters.
  • Cutter & Co Brokerage's Vanguard Morningstar Total Stock Market ETF position peaked at $285K in Q1 2024.
  • 3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.