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Harvest Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Harvest Investment Advisors’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
-2,315
Closed -$671K – 55
2024
Q4 		$671K Buy
2,315
+20
+0.9% +$5.83K 0.46% 51
2024
Q3 		$650K Hold
2,295
– – 0.44% 52
2024
Q2 		$614K Buy
+2,295
New +$594K 0.45% 52

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 $17.8B AUM 24.16% 1-Year Est. Return

Harvest Investment Advisors's VTI Position: Q1 2025 in Review

Harvest Investment Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 2,315 shares — an estimated $671K sold.

Harvest Investment Advisors first reported a position in VTI in Q2 2024 and held it in 3 quarters. The position peaked at $671K in Q4 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Harvest Investment Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Advisors sold 2,315 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $671K.
  • Harvest Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and held it in 3 quarters.
  • Harvest Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $671K in Q4 2024.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Harvest Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.