Iron Horse Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Iron Horse 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 Q2	$257K	Hold	845	–	–	0.08%	48
2025 Q1	$232K	Hold	845	–	–	0.07%	49
2024 Q4	$245K	Buy	845 +50	+6%	+$14.6K	0.08%	44
2024 Q3	$225K	Hold	795	–	–	0.08%	45
2024 Q2	$213K	Buy	795 +330	+71%	+$85.4K	0.08%	43
2024 Q1	$121K	Buy	+465	New	+$115K	0.05%	55
2022 Q3	–	Sell	-53	Closed	-$10K	–	289
2022 Q2	$10K	Buy	+53	New	+$10.9K	0.01%	124
2021 Q2	–	Sell	-89	Closed	-$18K	–	215
2021 Q1	$18K	Buy	89 +1	+1%	+$202	0.01%	90
2020 Q4	$17K	Buy	+88	New	+$16.1K	0.01%	93

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

Iron Horse Wealth Management's VTI Position: Q2 2025 in Review

Iron Horse Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2025 at 845 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #48.

Iron Horse Wealth Management first reported a position in VTI in Q4 2020 and has held it in 9 quarters since. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Iron Horse Wealth Management held 845 shares of Vanguard Total Stock Market ETF worth $257K as of Q2 2025.
Iron Horse Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q2 2025.
Vanguard Total Stock Market ETF made up 0.08% of Iron Horse Wealth Management's portfolio in Q2 2025, its #48 holding.
Iron Horse Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 9 quarters since.
3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.