Efficient Frontier Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Efficient Frontier 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 Q2	$10.8M	Buy	35,647 +201	+0.6%	+$56.5K	6.88%	5
2025 Q1	$9.74M	Buy	35,446 +601	+2%	+$175K	6.34%	5
2024 Q4	$10.1M	Buy	34,845 +156	+0.4%	+$45.5K	6.68%	5
2024 Q3	$9.82M	Hold	34,689	–	–	6.36%	5
2024 Q2	$9.28M	Buy	+34,689	New	+$8.98M	6.54%	5

Other funds holding VTI

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Efficient Frontier Advisors's VTI Position: Q2 2025 in Review

Efficient Frontier Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.57% in Q2 2025, buying an estimated $56.5K and bringing the position to 35,647 shares worth $10.8M. The position accounts for 6.88% of the portfolio, ranked #5.

Efficient Frontier Advisors first reported a position in VTI in Q2 2024 and has held it in 5 quarters since. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Efficient Frontier Advisors held 35,647 shares of Vanguard Morningstar Total Stock Market ETF worth $10.8M as of Q2 2025.
Efficient Frontier Advisors bought 201 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $56.5K.
Vanguard Morningstar Total Stock Market ETF made up 6.88% of Efficient Frontier Advisors's portfolio in Q2 2025, its #5 holding.
Efficient Frontier Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 5 quarters since.
3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Efficient Frontier Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.