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Goodwin Investment Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Goodwin Investment Advisory’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
-969
Closed -$295K – 29
2025
Q2 		$295K Hold
969
– – 0.34% 18
2025
Q1 		$266K Sell
969
-41
-4% -$11.9K 0.41% 22
2024
Q4 		$293K Hold
1,010
– – 0.15% 34
2024
Q3 		$286K Hold
1,010
– – 0.12% 30
2024
Q2 		$270K Hold
1,010
– – 0.12% 30
2024
Q1 		$262K Sell
1,010
-412
-29% -$102K 0.12% 29
2023
Q4 		$337K Sell
1,422
-38
-3% -$8.4K 0.18% 29
2023
Q3 		$310K Hold
1,460
– – 0.18% 34
2023
Q2 		$322K Sell
1,460
-2
-0.1% -$417 0.19% 36
2023
Q1 		$298K Sell
1,462
-111
-7% -$22.2K 0.19% 39
2022
Q4 		$301K Buy
1,573
+113
+8% +$21.8K 0.21% 36
2022
Q3 		$262K Hold
1,460
– – 0.2% 41
2022
Q2 		$275K Sell
1,460
-345
-19% -$70.9K 0.21% 36
2022
Q1 		$411K Sell
1,805
-273
-13% -$61.4K 0.28% 31
2021
Q4 		$503K Buy
2,078
+422
+25% +$99.6K 0.38% 24
2021
Q3 		$367K Buy
1,656
+24
+1% +$5.47K 0.36% 26
2021
Q2 		$363K Hold
1,632
– – 0.4% 19
2021
Q1 		$337K Hold
1,632
– – 0.4% 20
2020
Q4 		$318K Buy
+1,632
New +$298K 0.39% 22

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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Goodwin Investment Advisory's VTI Position: Q3 2025 in Review

Goodwin Investment Advisory sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 969 shares — an estimated $295K sold.

Goodwin Investment Advisory first reported a position in VTI in Q4 2020 and held it in 19 quarters. The position peaked at $503K in Q4 2021. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Goodwin Investment Advisory reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Goodwin Investment Advisory sold 969 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $295K.
  • Goodwin Investment Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 19 quarters.
  • Goodwin Investment Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $503K in Q4 2021.
  • 3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Goodwin Investment Advisory's 13F filing for Q3 2025, filed 5 Nov 2025.