LRWM
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Lord & Richards Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lord & Richards Wealth Management’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
Q2 		– Sell
-7
Closed -$1.92K – 165
2025
Q1 		$1.92K Buy
+7
New +$2.03K ﹤0.01% 153

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Lord & Richards Wealth Management's VTI Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 7 shares — an estimated $1.92K sold.

Lord & Richards Wealth Management first reported a position in VTI in Q1 2025 and held it in 1 quarter. The position peaked at $1.92K in Q1 2025. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $1.92K.
  • Lord & Richards Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.92K in Q1 2025.
  • 3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.