LIM
VTI icon

Lathrop Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lathrop Investment 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
Q1 		– Sell
-2,782
Closed -$806K – 87
2024
Q4 		$806K Sell
2,782
-296
-10% -$86.4K 0.15% 52
2024
Q3 		$872K Buy
3,078
+11
+0.4% +$3K 0.16% 52
2024
Q2 		$820K Buy
+3,067
New +$794K 0.16% 49

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 $15.5B AUM 18.35% 1-Year Est. Return

Lathrop Investment Management's VTI Position: Q1 2025 in Review

Lathrop Investment Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 2,782 shares — an estimated $806K sold.

Lathrop Investment Management first reported a position in VTI in Q2 2024 and held it in 3 quarters. The position peaked at $872K in Q3 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Lathrop Investment Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Lathrop Investment Management sold 2,782 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $806K.
  • Lathrop Investment Management first reported a position in Vanguard Total Stock Market ETF in Q2 2024 and held it in 3 quarters.
  • Lathrop Investment Management's Vanguard Total Stock Market ETF position peaked at $872K in Q3 2024.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

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