Long Run Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Long Run Wealth 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	$4.76M	Buy	14,199 +309	+2%	+$103K	0.9%	30
2025 Q3	$4.56M	Sell	13,890 -76	-0.5%	-$24K	0.89%	29
2025 Q2	$4.24M	Sell	13,966 -829	-6%	-$233K	0.89%	30
2025 Q1	$4.07M	Buy	14,795 +80	+0.5%	+$23.2K	0.92%	29
2024 Q4	$4.26M	Buy	14,715 +1,230	+9%	+$359K	1.02%	28
2024 Q3	$3.82M	Buy	13,485 +42	+0.3%	+$11.5K	0.9%	31
2024 Q2	$3.6M	Buy	13,443 +9,413	+234%	+$2.44M	0.91%	32
2024 Q1	$1.05M	Buy	4,030 +50	+1%	+$12.4K	0.28%	62
2023 Q4	$944K	Hold	3,980	–	–	0.27%	64
2023 Q3	$845K	Hold	3,980	–	–	0.27%	61
2023 Q2	$877K	Hold	3,980	–	–	0.28%	64
2023 Q1	$812K	Hold	3,980	–	–	0.28%	65
2022 Q4	$761K	Sell	3,980 -930	-19%	-$179K	0.27%	67
2022 Q3	$881K	Buy	4,910 +2,350	+92%	+$468K	0.35%	62
2022 Q2	$483K	Hold	2,560	–	–	0.19%	73
2022 Q1	$583K	Hold	2,560	–	–	0.2%	73
2021 Q4	$618K	Buy	+2,560	New	+$604K	0.21%	74

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 $176M 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 $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Long Run Wealth Advisors's VTI Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 2.2% in Q4 2025, buying an estimated $103K and bringing the position to 14,199 shares worth $4.76M. The position accounts for 0.9% of the portfolio, ranked #30.

Long Run Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Long Run Wealth Advisors held 14,199 shares of Vanguard Total Stock Market ETF worth $4.76M as of Q4 2025.
Long Run Wealth Advisors bought 309 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $103K.
Vanguard Total Stock Market ETF made up 0.9% of Long Run Wealth Advisors's portfolio in Q4 2025, its #30 holding.
Long Run Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.