Lane & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lane & 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 Q1	$15.2M	Buy	55,309 +2,296	+4%	+$667K	8.19%	1
2024 Q4	$15.8M	Buy	53,013 +4,745	+10%	+$1.38M	8.18%	2
2024 Q3	$13.7M	Buy	48,268 +2,356	+5%	+$643K	7.44%	2
2024 Q2	$12.3M	Buy	45,912 +5,117	+13%	+$1.32M	7.24%	2
2024 Q1	$10.6M	Buy	40,795 +11,726	+40%	+$2.9M	6.67%	2
2023 Q4	$6.9M	Sell	29,069 -103	-0.4%	-$22.8K	5.02%	3
2023 Q3	$6.2M	Buy	29,172 +2,481	+9%	+$549K	4.98%	4
2023 Q2	$5.88M	Buy	26,691 +6,949	+35%	+$1.45M	4.68%	4
2023 Q1	$4.03M	Buy	19,742 +3,508	+22%	+$702K	3.59%	6
2022 Q4	$3.1M	Buy	+16,234	New	+$3.13M	2.94%	8

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Lane & Associates's VTI Position: Q1 2025 in Review

Lane & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.3% in Q1 2025, buying an estimated $667K and bringing the position to 55,309 shares worth $15.2M. The position accounts for 8.19% of the portfolio, ranked #1.

Lane & Associates first reported a position in VTI in Q4 2022 and has held it in 10 quarters since. The position peaked at $15.8M in Q4 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Lane & Associates held 55,309 shares of Vanguard Morningstar Total Stock Market ETF worth $15.2M as of Q1 2025.
Lane & Associates bought 2,296 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $667K.
Vanguard Morningstar Total Stock Market ETF made up 8.19% of Lane & Associates's portfolio in Q1 2025, its #1 holding.
Lane & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $15.8M in Q4 2024.
3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.