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FLP Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

FLP Wealth 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
Q1 		– Sell
-89
Closed -$25.8K – 449
2024
Q4 		$25.8K Buy
+89
New +$26K 0.07% 153

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

FLP Wealth Management's VTI Position: Q1 2025 in Review

FLP Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 89 shares — an estimated $25.8K sold.

FLP Wealth Management first reported a position in VTI in Q4 2024 and held it in 1 quarter. The position peaked at $25.8K in Q4 2024. 3,165 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • FLP Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 89 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $25.8K.
  • FLP Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $25.8K in Q4 2024.
  • 3,165 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.