Fiduciary Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fiduciary Family Office’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 Q3	–	Sell	-1,520	Closed	-$462K	–	202
2025 Q2	$462K	Sell	1,520 -540	-26%	-$152K	0.15%	125
2025 Q1	$566K	Buy	+2,060	New	+$598K	0.19%	110
2024 Q4	–	Sell	-1,995	Closed	-$565K	–	252
2024 Q3	$565K	Sell	1,995 -621	-24%	-$169K	0.19%	117
2024 Q2	$700K	Hold	2,616	–	–	0.28%	94
2024 Q1	$680K	Hold	2,616	–	–	0.27%	105
2023 Q4	$621K	Buy	+2,616	New	+$578K	0.27%	91

Other funds holding VTI

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Fiduciary Family Office's VTI Position: Q3 2025 in Review

Fiduciary Family Office sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 1,520 shares — an estimated $462K sold.

Fiduciary Family Office first reported a position in VTI in Q4 2023 and held it in 6 quarters. The position peaked at $700K in Q2 2024. 3,257 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Fiduciary Family Office reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Fiduciary Family Office sold 1,520 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $462K.
Fiduciary Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 6 quarters.
Fiduciary Family Office's Vanguard Morningstar Total Stock Market ETF position peaked at $700K in Q2 2024.
3,257 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Fiduciary Family Office's 13F filing for Q3 2025, filed 29 Oct 2025.