DI
VTI icon

Disciplined Investments’s Vanguard Total Stock Market ETF VTI Stock Holding History

Disciplined Investments’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
-892
Closed -$245K – 130
2025
Q1 		$245K Sell
892
-5
-0.6% -$1.45K 0.11% 116
2024
Q4 		$260K Buy
+897
New +$262K 0.13% 112
2024
Q3 		– Sell
-3,303
Closed -$884K – 125
2024
Q2 		$884K Sell
3,303
-46
-1% -$11.9K 0.47% 55
2024
Q1 		$870K Sell
3,349
-3,231
-49% -$799K 0.47% 55
2023
Q4 		$1.56M Hold
6,580
– – 0.91% 35
2023
Q3 		$1.4M Sell
6,580
-42
-0.6% -$9.3K 0.85% 37
2023
Q2 		$1.46M Buy
6,622
+7
+0.1% +$1.46K 0.78% 37
2023
Q1 		$1.35M Buy
6,615
+25
+0.4% +$5K 0.57% 47
2022
Q4 		$1.26M Buy
6,590
+61
+0.9% +$11.8K 0.62% 44
2022
Q3 		$1.17M Sell
6,529
-7
-0.1% -$1.4K 0.54% 47
2022
Q2 		$1.23M Buy
6,536
+171
+3% +$35.1K 0.56% 49
2022
Q1 		$1.45M Buy
6,365
+106
+2% +$23.8K 0.6% 44
2021
Q4 		$1.51M Buy
6,259
+18
+0.3% +$4.25K 0.67% 42
2021
Q3 		$1.39M Buy
6,241
+8
+0.1% +$1.82K 0.67% 41
2021
Q2 		$1.39M Buy
6,233
+31
+0.5% +$6.73K 0.71% 41
2021
Q1 		$1.28M Sell
6,202
-13
-0.2% -$2.63K 0.75% 39
2020
Q4 		$1.21M Sell
6,215
-53
-0.8% -$9.69K 0.81% 36
2020
Q3 		$1.07M Buy
6,268
+163
+3% +$27.4K 0.79% 36
2020
Q2 		$956K Buy
6,105
+51
+0.8% +$7.52K 0.74% 40
2020
Q1 		$780K Buy
6,054
+5,699
+1,605% +$881K 0.74% 43
2019
Q4 		$58K Buy
+355
New +$55.6K 0.05% 154

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 $15.5B AUM 18.35% 1-Year Est. Return

Disciplined Investments's VTI Position: Q2 2025 in Review

Disciplined Investments sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 892 shares — an estimated $245K sold.

Disciplined Investments first reported a position in VTI in Q4 2019 and held it in 21 quarters. The position peaked at $1.56M in Q4 2023. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Disciplined Investments reported no remaining Vanguard Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Disciplined Investments sold 892 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $245K.
  • Disciplined Investments first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 21 quarters.
  • Disciplined Investments's Vanguard Total Stock Market ETF position peaked at $1.56M in Q4 2023.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Disciplined Investments's 13F filing for Q2 2025, filed 29 Jul 2025.