LODC
VTI icon

Lanham O'Dell & Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lanham O'Dell & Company’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
Q4 		$42.5M Buy
126,778
+46,180
+57% +$15.4M 12.24% 4
2025
Q3 		$26.4M Buy
80,598
+23,221
+40% +$7.34M 8.42% 5
2025
Q2 		$17.4M Buy
57,377
+3,606
+7% +$1.01M 7.36% 6
2025
Q1 		$14.8M Sell
53,771
-736
-1% -$214K 8.56% 3
2024
Q4 		$15.8M Buy
54,507
+1,206
+2% +$352K 8.65% 4
2024
Q3 		$15.1M Sell
53,301
-44,602
-46% -$12.2M 8.47% 3
2024
Q2 		$26.2M Buy
97,903
+48,668
+99% +$12.6M 14.7% 3
2024
Q1 		$12.8M Buy
49,235
+2,646
+6% +$655K 6.48% 6
2023
Q4 		$11.1M Buy
46,589
+1,659
+4% +$367K 7.67% 4
2023
Q3 		$9.54M Buy
44,930
+258
+0.6% +$57.1K 7.85% 3
2023
Q2 		$9.84M Buy
44,672
+5,524
+14% +$1.15M 8.91% 3
2023
Q1 		$7.99M Buy
39,148
+3,800
+11% +$761K 8.79% 4
2022
Q4 		$6.76M Buy
35,348
+1,517
+4% +$292K 14.75% 3
2022
Q3 		$6.07M Buy
33,831
+1,509
+5% +$301K 21.54% 2
2022
Q2 		$6.1M Sell
32,322
-41,240
-56% -$8.47M 30.28% 2
2022
Q1 		$16.7M Buy
73,562
+42,694
+138% +$9.6M 13.02% 3
2021
Q4 		$7.45M Buy
+30,868
New +$7.29M 5.88% 3

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
AF
Align Financial Hermantown, Minnesota $202M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Lanham O'Dell & Company's VTI Position: Q4 2025 in Review

Lanham O'Dell & Company increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 57% in Q4 2025, buying an estimated $15.4M and bringing the position to 126,778 shares worth $42.5M. The position accounts for 12.24% of the portfolio, ranked #4.

Lanham O'Dell & Company first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. 3,569 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Lanham O'Dell & Company held 126,778 shares of Vanguard Morningstar Total Stock Market ETF worth $42.5M as of Q4 2025.
  • Lanham O'Dell & Company bought 46,180 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $15.4M.
  • Vanguard Morningstar Total Stock Market ETF made up 12.24% of Lanham O'Dell & Company's portfolio in Q4 2025, its #4 holding.
  • Lanham O'Dell & Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • 3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Lanham O'Dell & Company's 13F filing for Q4 2025, filed 12 Jan 2026.