Kathleen S. Wright Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Kathleen S. Wright Associates’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	$7.26M	Buy	22,129 +760	+4%	+$240K	2.69%	8
2025 Q2	$6.49M	Buy	21,369 +1,917	+10%	+$539K	2.53%	9
2025 Q1	$5.35M	Buy	19,452 +820	+4%	+$238K	2.21%	11
2024 Q4	$5.4M	Buy	18,632 +2,640	+17%	+$770K	2.25%	11
2024 Q3	$4.53M	Buy	15,992 +1,327	+9%	+$362K	1.87%	14
2024 Q2	$3.93M	Buy	14,665 +4,975	+51%	+$1.29M	1.81%	15
2024 Q1	$2.51M	Buy	9,690 +939	+11%	+$232K	1.18%	20
2023 Q4	$2.07M	Buy	8,751 +2,421	+38%	+$535K	1.06%	22
2023 Q3	$1.34M	Buy	6,330 +582	+10%	+$129K	0.75%	37
2023 Q2	$1.27M	Sell	5,748 -45	-0.8%	-$9.39K	0.81%	33
2023 Q1	$1.18M	Buy	5,793 +2,575	+80%	+$515K	0.78%	35
2022 Q4	$615K	Buy	3,218 +10	+0.3%	+$1.93K	0.42%	53
2022 Q3	$576K	Buy	+3,208	New	+$639K	0.47%	50

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 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

Kathleen S. Wright Associates's VTI Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard Total Stock Market ETF (VTI) stake by 3.6% in Q3 2025, buying an estimated $240K and bringing the position to 22,129 shares worth $7.26M. The position accounts for 2.69% of the portfolio, ranked #8.

Kathleen S. Wright Associates first reported a position in VTI in Q3 2022 and has held it in 13 quarters since. 3,245 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Kathleen S. Wright Associates held 22,129 shares of Vanguard Total Stock Market ETF worth $7.26M as of Q3 2025.
Kathleen S. Wright Associates bought 760 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $240K.
Vanguard Total Stock Market ETF made up 2.69% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #8 holding.
Kathleen S. Wright Associates first reported a position in Vanguard Total Stock Market ETF in Q3 2022 and has held it in 13 quarters since.
3,245 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.