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Financial Advocates Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Advocates Investment Management’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 		$4.06M Sell
12,358
-82,738
-87% -$26.1M 2.28% 11
2025
Q2 		$28.9M Sell
95,096
-4,774
-5% -$1.34M 2.35% 4
2025
Q1 		$27.4M Sell
99,870
-2,746
-3% -$798K 1.92% 4
2024
Q4 		$29.7M Buy
102,616
+6,268
+7% +$1.83M 1.69% 6
2024
Q3 		$26.8M Buy
96,348
+2,097
+2% +$572K 1.51% 6
2024
Q2 		$25.2M Buy
94,251
+2,232
+2% +$578K 1.56% 6
2024
Q1 		$23.9M Sell
92,019
-4,171
-4% -$1.03M 1.38% 7
2023
Q4 		$22.8M Sell
96,190
-2,072
-2% -$458K 1.49% 6
2023
Q3 		$20.4M Buy
98,262
+1,958
+2% +$433K 1.47% 5
2023
Q2 		$21.2M Sell
96,304
-500
-0.5% -$104K 1.51% 6
2023
Q1 		$19.8M Buy
96,804
+952
+1% +$191K 1.42% 5
2022
Q4 		$18.3M Buy
95,852
+18,117
+23% +$3.49M 1.37% 5
2022
Q3 		$13.8M Sell
77,735
-10,423
-12% -$2.08M 1.14% 8
2022
Q2 		$16.6M Sell
88,158
-23,556
-21% -$4.84M 1.35% 7
2022
Q1 		$25.4M Buy
+111,714
New +$25.1M 1.68% 5
2021
Q4 		– Sell
-94,765
Closed -$22.4M – 820
2021
Q3 		$21M Sell
94,765
-2,117
-2% -$483K 1.42% 5
2021
Q2 		$21.6M Buy
96,882
+363
+0.4% +$78.8K 1.44% 7
2021
Q1 		$19.9M Buy
96,519
+20,126
+26% +$4.07M 1.41% 7
2020
Q4 		$14.9M Sell
76,393
-17,879
-19% -$3.27M 1.02% 12
2020
Q3 		$16.1M Buy
94,272
+29,924
+47% +$5.03M 1.37% 13
2020
Q2 		$10.1M Sell
64,348
-22,463
-26% -$3.31M 0.95% 15
2020
Q1 		$8.22M Sell
86,811
-108,985
-56% -$16.9M 1.17% 12
2019
Q4 		$32M Buy
195,796
+9,389
+5% +$1.47M 3.41% 2
2019
Q3 		$28.1M Buy
186,407
+3,003
+2% +$453K 3.21% 2
2019
Q2 		$27.5M Buy
183,404
+114,935
+168% +$16.9M 3.19% 2
2019
Q1 		$9.91M Sell
68,469
-41,638
-38% -$5.81M 1.23% 13
2018
Q4 		$14.1M Sell
110,107
-50,865
-32% -$7.02M 1.92% 6
2018
Q3 		$24.1M Sell
160,972
-19,721
-11% -$2.9M 2.69% 3
2018
Q2 		$25.4M Buy
180,693
+13,229
+8% +$1.85M 3.08% 2
2018
Q1 		$22.7M Buy
167,464
+16,409
+11% +$2.3M 2.96% 2
2017
Q4 		$20.7M Buy
+151,055
New +$20.2M 2.83% 2

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $445B AUM 25.58% 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 $23.6B AUM 20.99% 1-Year Est. Return

Financial Advocates Investment Management's VTI Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 87% in Q3 2025, selling an estimated $26.1M and leaving 12,358 shares worth $4.06M. The position accounts for 2.28% of the portfolio, ranked #11.

Financial Advocates Investment Management first reported a position in VTI in Q4 2017 and has held it in 31 quarters since. The position peaked at $32M in Q4 2019. 3,250 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Financial Advocates Investment Management held 12,358 shares of Vanguard Morningstar Total Stock Market ETF worth $4.06M as of Q3 2025.
  • Financial Advocates Investment Management sold 82,738 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $26.1M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.28% of Financial Advocates Investment Management's portfolio in Q3 2025, its #11 holding.
  • Financial Advocates Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 31 quarters since.
  • Financial Advocates Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $32M in Q4 2019.
  • 3,250 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.