LA
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LM Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

LM 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
2026
Q1 		$35K Sell
11,221
-486
-4% -$163K 0.55% 50
2025
Q4 		$34.9K Sell
11,707
-23,211
-66% -$7.72M 0.63% 47
2025
Q3 		$11.5M Hold
34,918
– – 1.65% 14
2025
Q2 		$10.6M Buy
34,918
+26
+0.1% +$7.31K 1.37% 12
2025
Q1 		$9.59M Sell
34,892
-788
-2% -$229K 1.73% 11
2024
Q4 		$10.3M Sell
35,680
-171
-0.5% -$49.9K 1.85% 11
2024
Q3 		$10.2M Buy
35,851
+53
+0.1% +$14.5K 2.06% 10
2024
Q2 		$9.58M Sell
35,798
-4,351
-11% -$1.13M 0.02% 32
2024
Q1 		$10.4M Buy
40,149
+3,946
+11% +$976K 1.66% 11
2023
Q4 		$8.59M Buy
+36,203
New +$8M 1.73% 12

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return