Financial Counselors Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History

Financial Counselors Inc’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	-88,178	Closed	-$24.2M	–	536
2025 Q1	$24.2M	Buy	88,178 +2,051	+2%	+$596K	0.37%	70
2024 Q4	$25M	Sell	86,127 -125	-0.1%	-$36.5K	0.36%	70
2024 Q3	$24.4M	Sell	86,252 -714	-0.8%	-$195K	0.36%	72
2024 Q2	$23.3M	Sell	86,966 -1,425	-2%	-$369K	0.37%	72
2024 Q1	$23M	Sell	88,391 -52,753	-37%	-$13.1M	0.39%	72
2023 Q4	$33.5M	Buy	141,144 +23,506	+20%	+$5.2M	0.6%	48
2023 Q3	$25M	Buy	117,638 +17,299	+17%	+$3.83M	0.5%	62
2023 Q2	$22.1M	Sell	100,339 -3,401	-3%	-$709K	0.45%	62
2023 Q1	$21.2M	Sell	103,740 -1,143	-1%	-$229K	0.46%	63
2022 Q4	$20.1M	Sell	104,883 -274	-0.3%	-$52.8K	0.45%	63
2022 Q3	$18.9M	Sell	105,157 -1,069	-1%	-$213K	0.47%	64
2022 Q2	$20M	Sell	106,226 -1,104	-1%	-$227K	0.47%	65
2022 Q1	$24.4M	Sell	107,330 -2,993	-3%	-$673K	0.51%	60
2021 Q4	$26.6M	Sell	110,323 -998	-0.9%	-$236K	0.55%	52
2021 Q3	$24.7M	Sell	111,321 -1,994	-2%	-$455K	0.53%	59
2021 Q2	$25.2M	Sell	113,315 -8,732	-7%	-$1.9M	0.55%	55
2021 Q1	$25.2M	Sell	122,047 -6,487	-5%	-$1.31M	0.59%	51
2020 Q4	$25M	Sell	128,534 -4,085	-3%	-$747K	0.63%	47
2020 Q3	$22.6M	Sell	132,619 -7,619	-5%	-$1.28M	0.66%	44
2020 Q2	$22M	Sell	140,238 -94	-0.1%	-$13.9K	0.7%	41
2020 Q1	$18.1M	Sell	140,332 -2,630	-2%	-$407K	0.8%	35
2019 Q4	$23.4M	Sell	142,962 -2,036	-1%	-$319K	0.83%	29
2019 Q3	$21.9M	Buy	144,998 +3,689	+3%	+$556K	0.86%	25
2019 Q2	$21.2M	Sell	141,309 -2,567	-2%	-$378K	0.86%	25
2019 Q1	$20.8M	Sell	143,876 -2,227	-2%	-$311K	0.88%	23
2018 Q4	$18.6M	Buy	146,103 +420	+0.3%	+$58K	0.92%	22
2018 Q3	$21.8M	Sell	145,683 -1,314,237	-90%	-$193M	0.95%	18
2018 Q2	$20.5M	Buy	1,459,920 +1,312,216	+888%	+$183M	0.95%	20
2018 Q1	$20M	Sell	147,704 -6,566	-4%	-$921K	0.95%	19
2017 Q4	$21.2M	Buy	154,270 +10,377	+7%	+$1.39M	0.97%	19
2017 Q3	$18.6M	Sell	143,893 -4,378	-3%	-$554K	0.91%	24
2017 Q2	$18.4M	Buy	148,271 +6,573	+5%	+$810K	0.92%	21
2017 Q1	$17.2M	Buy	141,698 +21,203	+18%	+$2.54M	0.88%	22
2016 Q4	$13.9M	Buy	+120,495	New	+$13.6M	0.74%	28
2016 Q2	$14.3M	Sell	133,176 -1,970	-1%	-$209K	0.85%	23
2016 Q1	$14.2M	Sell	135,146 -13,309	-9%	-$1.32M	0.88%	20
2015 Q4	$15.5M	Buy	148,455 +3,686	+3%	+$388K	1%	16
2015 Q3	$14.3M	Buy	144,769 +1,254	+0.9%	+$132K	0.98%	16
2015 Q2	$15.4M	Buy	143,515 +206	+0.1%	+$22.5K	0.98%	18
2015 Q1	$15.4M	Sell	143,309 -254	-0.2%	-$27.1K	0.96%	16
2014 Q4	$15.2M	Buy	143,563 +3,355	+2%	+$347K	0.96%	18
2014 Q3	$14.2M	Sell	140,208 -15,076	-10%	-$1.54M	1%	20
2014 Q2	$15.8M	Buy	155,284 +4,886	+3%	+$482K	1.1%	13
2014 Q1	$14.7M	Buy	150,398 +22,284	+17%	+$2.13M	1.06%	17
2013 Q4	$12.3M	Buy	128,114 +2,991	+2%	+$275K	0.92%	24
2013 Q3	$11M	Sell	125,123 -3,735	-3%	-$325K	0.91%	26
2013 Q2	$10.7M	Buy	+128,858	New	+$10.7M	0.88%	29

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

Financial Counselors Inc's VTI Position: Q2 2025 in Review

Financial Counselors Inc sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 88,178 shares — an estimated $24.2M sold.

Financial Counselors Inc first reported a position in VTI in Q2 2013 and held it in 47 quarters. The position peaked at $33.5M in Q4 2023. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Financial Counselors Inc reported no remaining Vanguard Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 88,178 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $24.2M.
Financial Counselors Inc first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 47 quarters.
Financial Counselors Inc's Vanguard Total Stock Market ETF position peaked at $33.5M in Q4 2023.
3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.