LGT Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LGT Financial Advisors’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	–	Sell	-3,042	Closed	-$998K	–	378
2025 Q3	$998K	Sell	3,042 -299	-9%	-$94.4K	2.15%	13
2025 Q2	$1.02M	Buy	3,341 +750	+29%	+$211K	2.58%	9
2025 Q1	$712K	Buy	2,591 +1,790	+223%	+$520K	2.17%	13
2024 Q4	$232K	Sell	801 -2,011	-72%	-$587K	0.51%	38
2024 Q3	$796K	Sell	2,812 -2,352	-46%	-$642K	1.96%	12
2024 Q2	$1.38M	Sell	5,164 -100	-2%	-$25.9K	2.91%	5
2024 Q1	$1.37M	Sell	5,264 -310	-6%	-$76.7K	1.59%	10
2023 Q4	$1.32M	Sell	5,574 -1	-0%	-$221	1.62%	11
2023 Q3	$1.18M	Buy	5,575 +651	+13%	+$144K	1.51%	11
2023 Q2	$1.08M	Buy	+4,924	New	+$1.03M	1.15%	17
2023 Q1	–	Sell	-4,633	Closed	-$886K	–	199
2022 Q4	$886K	Buy	+4,633	New	+$893K	1.04%	19

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

Align Financial Hermantown, Minnesota $202M AUM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LGT Financial Advisors's VTI Position: Q4 2025 in Review

LGT Financial Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 3,042 shares — an estimated $998K sold.

LGT Financial Advisors first reported a position in VTI in Q4 2022 and held it in 11 quarters. The position peaked at $1.38M in Q2 2024. 3,569 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

LGT Financial Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 3,042 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $998K.
LGT Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.38M in Q2 2024.
3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.