Litman Gregory Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $83.7M | Sell |
249,749
-4,438
| -2% | -$1.48M | 6.12% | 5 |
|
|
2025
Q3 | $83.4M | Sell |
254,187
-6,732
| -3% | -$2.13M | 6.2% | 5 |
|
|
2025
Q2 | $79.3M | Buy |
260,919
+47,428
| +22% | +$13.3M | 6.24% | 5 |
|
|
2025
Q1 | $58.7M | Sell |
213,491
-9,063
| -4% | -$2.63M | 5.03% | 5 |
|
|
2024
Q4 | $64.5M | Sell |
222,554
-2,559
| -1% | -$747K | 5.59% | 5 |
|
|
2024
Q3 | $63.7M | Sell |
225,113
-3,536
| -2% | -$964K | 5.33% | 5 |
|
|
2024
Q2 | $61.2M | Sell |
228,649
-2,329
| -1% | -$603K | 5.43% | 5 |
|
|
2024
Q1 | $60M | Buy |
230,978
+6,458
| +3% | +$1.6M | 5.44% | 4 |
|
|
2023
Q4 | $53.3M | Buy |
224,520
+760
| +0.3% | +$168K | 5.05% | 6 |
|
|
2023
Q3 | $47.5M | Sell |
223,760
-3,156
| -1% | -$699K | 4.9% | 7 |
|
|
2023
Q2 | $50M | Buy |
226,916
+181,649
| +401% | +$37.9M | 6.24% | 7 |
|
|
2023
Q1 | $9.24M | Sell |
45,267
-187,485
| -81% | -$37.5M | 3.44% | 7 |
|
|
2022
Q4 | $44.5M | Buy |
232,752
+20,515
| +10% | +$3.95M | 6.22% | 7 |
|
|
2022
Q3 | $38.1M | Buy |
212,237
+18,747
| +10% | +$3.74M | 6.09% | 7 |
|
|
2022
Q2 | $36.5M | Buy |
193,490
+8,278
| +4% | +$1.7M | 5.37% | 6 |
|
|
2022
Q1 | $42.2M | Sell |
185,212
-534
| -0.3% | -$120K | 6.17% | 6 |
|
|
2021
Q4 | $44.8M | Sell |
185,746
-7,894
| -4% | -$1.86M | 7.62% | 4 |
|
|
2021
Q3 | $43M | Buy |
193,640
+150,446
| +348% | +$34.3M | 8.09% | 4 |
|
|
2021
Q2 | $43.2M | Sell |
43,194
-143,611
| -77% | -$31.2M | 8.06% | 4 |
|
|
2021
Q1 | $38.6M | Sell |
186,805
-17,147
| -8% | -$3.47M | 7.56% | 4 |
|
|
2020
Q4 | $39.7M | Buy |
203,952
+5,816
| +3% | +$1.06M | 7.3% | 4 |
|
|
2020
Q3 | $33.7M | Sell |
198,136
-2,603
| -1% | -$438K | 6.97% | 5 |
|
|
2020
Q2 | $31.4M | Sell |
200,739
-9,429
| -4% | -$1.39M | 6.94% | 6 |
|
|
2020
Q1 | $27.1M | Buy |
210,168
+30,456
| +17% | +$4.71M | 6.81% | 6 |
|
|
2019
Q4 | $29.4M | Buy |
179,712
+2,563
| +1% | +$402K | 6.54% | 6 |
|
|
2019
Q3 | $26.7M | Buy |
177,149
+2,562
| +1% | +$386K | 6.54% | 6 |
|
|
2019
Q2 | $26.2M | Buy |
174,587
+1,439
| +0.8% | +$212K | 6.91% | 5 |
|
|
2019
Q1 | $25.1M | Buy |
173,148
+5,221
| +3% | +$728K | 6.82% | 5 |
|
|
2018
Q4 | $21.4M | Buy |
167,927
+17,891
| +12% | +$2.47M | 6.58% | 5 |
|
|
2018
Q3 | $22.5M | Buy |
150,036
+8,113
| +6% | +$1.19M | 7.57% | 4 |
|
|
2018
Q2 | $19.9M | Sell |
141,923
-2,066
| -1% | -$288K | 7.85% | 5 |
|
|
2018
Q1 | $19.5M | Buy |
143,989
+8,119
| +6% | +$1.14M | 7.96% | 5 |
|
|
2017
Q4 | $18.6M | Buy |
135,870
+6,717
| +5% | +$899K | 5.61% | 6 |
|
|
2017
Q3 | $16.7M | Buy |
129,153
+12,420
| +11% | +$1.57M | 8.16% | 5 |
|
|
2017
Q2 | $14.5M | Sell |
116,733
-551
| -0.5% | -$67.9K | 8.26% | 5 |
|
|
2017
Q1 | $14.2M | Sell |
117,284
-920
| -0.8% | -$110K | 8.81% | 5 |
|
|
2016
Q4 | $13.6M | Buy |
118,204
+3,337
| +3% | +$375K | 9.16% | 5 |
|
|
2016
Q3 | $12.8M | Buy |
114,867
+3,177
| +3% | +$352K | 9.3% | 5 |
|
|
2016
Q2 | $12M | Buy |
111,690
+1,741
| +2% | +$185K | 9.51% | 5 |
|
|
2016
Q1 | $11.5M | Sell |
109,949
-19,416
| -15% | -$1.93M | 9.11% | 5 |
|
|
2015
Q4 | $13.5M | Buy |
+129,365
| New | +$13.6M | 9.72% | 4 |
|
|
2014
Q3 | $8.79M | Buy |
86,833
+4,923
| +6% | +$503K | 11.82% | 3 |
|
|
2014
Q2 | $8.34M | Sell |
81,910
-6,488
| -7% | -$640K | 14.93% | 3 |
|
|
2014
Q1 | $8.62M | Buy |
88,398
+939
| +1% | +$89.9K | 10.37% | 3 |
|
|
2013
Q4 | $8.39M | Buy |
87,459
+498
| +0.6% | +$45.8K | 10.34% | 2 |
|
|
2013
Q3 | $7.62M | Sell |
86,961
-1,849
| -2% | -$161K | 9.15% | 3 |
|
|
2013
Q2 | $7.34M | Buy |
+88,810
| New | +$7.37M | 8.19% | 3 |
|
Other funds holding VTI
RIM
WI
AF
Litman Gregory Wealth Management's VTI Position: Q4 2025 in Review
Litman Gregory Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q4 2025, selling an estimated $1.48M and leaving 249,749 shares worth $83.7M. The position accounts for 6.12% of the portfolio, ranked #5.
Litman Gregory Wealth Management first reported a position in VTI in Q2 2013 and has held it in 47 quarters since. 3,578 funds tracked by Wall St. Rank hold VTI as of Q4 2025.
- Litman Gregory Wealth Management held 249,749 shares of Vanguard Morningstar Total Stock Market ETF worth $83.7M as of Q4 2025.
- Litman Gregory Wealth Management sold 4,438 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $1.48M.
- Vanguard Morningstar Total Stock Market ETF made up 6.12% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #5 holding.
- Litman Gregory Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 47 quarters since.
- 3,578 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.
Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.