LIG
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Lokken Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lokken Investment Group’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
Q3 		$5.11M Buy
15,578
+368
+2% +$116K 1.76% 17
2025
Q2 		$4.62M Sell
15,210
-2,124
-12% -$597K 1.78% 15
2025
Q1 		$4.76M Sell
17,334
-213
-1% -$61.9K 2.01% 15
2024
Q4 		$5.09M Sell
17,547
-4,246
-19% -$1.24M 2.2% 14
2024
Q3 		$6.17M Buy
21,793
+491
+2% +$134K 2.57% 7
2024
Q2 		$5.7M Buy
21,302
+1,443
+7% +$373K 2.68% 8
2024
Q1 		$5.16M Buy
19,859
+1,530
+8% +$379K 2.57% 9
2023
Q4 		$4.35M Buy
18,329
+3,871
+27% +$856K 2.46% 11
2023
Q3 		$3.07M Sell
14,458
-582
-4% -$129K 2.01% 12
2023
Q2 		$3.31M Buy
15,040
+741
+5% +$155K 2.16% 12
2023
Q1 		$2.92M Sell
14,299
-2,143
-13% -$429K 2.22% 11
2022
Q4 		$3.14M Buy
16,442
+183
+1% +$35.3K 2.48% 10
2022
Q3 		$2.92M Buy
16,259
+272
+2% +$54.2K 2.52% 10
2022
Q2 		$3.02M Sell
15,987
-82
-0.5% -$16.8K 2.44% 11
2022
Q1 		$3.32M Buy
16,069
+2,130
+15% +$479K 2.64% 10
2021
Q4 		$3.37M Sell
13,939
-430
-3% -$102K 2.4% 11
2021
Q3 		$3.19M Buy
14,369
+228
+2% +$52K 2.53% 12
2021
Q2 		$3.15M Sell
14,141
-99
-0.7% -$21.5K 2.56% 11
2021
Q1 		$2.94M Sell
14,240
-1,652
-10% -$334K 2.6% 10
2020
Q4 		$3.09M Buy
+15,892
New +$2.9M 2.82% 8

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Lokken Investment Group's VTI Position: Q3 2025 in Review

Lokken Investment Group increased its Vanguard Total Stock Market ETF (VTI) stake by 2.4% in Q3 2025, buying an estimated $116K and bringing the position to 15,578 shares worth $5.11M. The position accounts for 1.76% of the portfolio, ranked #17.

Lokken Investment Group first reported a position in VTI in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.17M in Q3 2024. 3,246 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Lokken Investment Group held 15,578 shares of Vanguard Total Stock Market ETF worth $5.11M as of Q3 2025.
  • Lokken Investment Group bought 368 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $116K.
  • Vanguard Total Stock Market ETF made up 1.76% of Lokken Investment Group's portfolio in Q3 2025, its #17 holding.
  • Lokken Investment Group first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Vanguard Total Stock Market ETF position peaked at $6.17M in Q3 2024.
  • 3,246 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.