GSC
VTI icon

Ground Swell Capital’s Vanguard Total Stock Market ETF VTI Stock Holding History

Ground Swell Capital’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
-2,601
Closed -$754K – 268
2024
Q4 		$754K Buy
+2,601
New +$759K 1.13% 18
2024
Q1 		– Sell
-3,047
Closed -$723K – 126
2023
Q4 		$723K Buy
3,047
+1,771
+139% +$392K 2.66% 8
2023
Q3 		$271K Buy
+1,276
New +$282K 0.44% 28
2021
Q1 		– Sell
-5,352
Closed -$1.04M – 137
2020
Q4 		$1.04M Buy
+5,352
New +$978K 3.99% 5

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 $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Ground Swell Capital's VTI Position: Q1 2025 in Review

Ground Swell Capital sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 2,601 shares — an estimated $754K sold.

Ground Swell Capital first reported a position in VTI in Q4 2020 and held it in 4 quarters. The position peaked at $1.04M in Q4 2020. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Ground Swell Capital reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Ground Swell Capital sold 2,601 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $754K.
  • Ground Swell Capital first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and held it in 4 quarters.
  • Ground Swell Capital's Vanguard Total Stock Market ETF position peaked at $1.04M in Q4 2020.
  • 3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.