LAMNM
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Longview Asset Management (New Mexico)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Longview Asset Management (New Mexico)’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 		$211K Hold
630
– – 0.15% 47
2025
Q3 		$207K Sell
630
-41
-6% -$13K 0.14% 48
2025
Q2 		$204K Sell
671
-270
-29% -$75.9K 0.15% 52
2025
Q1 		$259K Buy
941
+193
+26% +$56.1K 0.22% 47
2024
Q4 		$217K Buy
+748
New +$218K 0.19% 50

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
AF
Align Financial Hermantown, Minnesota $202M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Longview Asset Management (New Mexico)'s VTI Position: Q4 2025 in Review

Longview Asset Management (New Mexico) held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2025 at 630 shares worth $211K. The position accounts for 0.15% of the portfolio, ranked #47.

Longview Asset Management (New Mexico) first reported a position in VTI in Q4 2024 and has held it in 5 quarters since. The position peaked at $259K in Q1 2025. 3,574 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Longview Asset Management (New Mexico) held 630 shares of Vanguard Morningstar Total Stock Market ETF worth $211K as of Q4 2025.
  • Longview Asset Management (New Mexico) left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2025.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #47 holding.
  • Longview Asset Management (New Mexico) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
  • Longview Asset Management (New Mexico)'s Vanguard Morningstar Total Stock Market ETF position peaked at $259K in Q1 2025.
  • 3,574 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.