EFA
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Edge Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Edge Financial Advisors’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 		$1.08M Sell
3,221
-20
-0.6% -$6.65K 0.45% 52
2025
Q3 		$1.06M Sell
3,241
-78
-2% -$24.6K 0.48% 47
2025
Q2 		$1.01M Buy
3,319
+361
+12% +$102K 0.53% 40
2025
Q1 		$813K Buy
2,958
+2,045
+224% +$594K 0.51% 37
2024
Q4 		$265K Buy
913
+138
+18% +$40.3K 0.24% 79
2024
Q3 		$220K Sell
775
-778
-50% -$212K 0.19% 89
2024
Q2 		$416K Buy
1,553
+53
+4% +$13.7K 0.43% 56
2024
Q1 		$390K Buy
+1,500
New +$371K 0.34% 76

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 $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Financial Advisors's VTI Position: Q4 2025 in Review

Edge Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.62% in Q4 2025, selling an estimated $6.65K and leaving 3,221 shares worth $1.08M. The position accounts for 0.45% of the portfolio, ranked #52.

Edge Financial Advisors first reported a position in VTI in Q1 2024 and has held it in 8 quarters since. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Edge Financial Advisors held 3,221 shares of Vanguard Total Stock Market ETF worth $1.08M as of Q4 2025.
  • Edge Financial Advisors sold 20 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $6.65K.
  • Vanguard Total Stock Market ETF made up 0.45% of Edge Financial Advisors's portfolio in Q4 2025, its #52 holding.
  • Edge Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 8 quarters since.
  • 3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.