Lowe Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lowe 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 Q3	$257K	Hold	782	–	–	0.09%	55
2025 Q2	$238K	Buy	782 +80	+11%	+$22.5K	0.09%	52
2025 Q1	$193K	Hold	702	–	–	0.08%	53
2024 Q4	$203K	Buy	702 +160	+30%	+$46.7K	0.09%	53
2024 Q3	$153K	Hold	542	–	–	0.07%	58
2024 Q2	$145K	Hold	542	–	–	0.07%	58
2024 Q1	$141K	Sell	542 -8	-1%	-$1.98K	0.07%	60
2023 Q4	$130K	Hold	550	–	–	0.06%	62
2023 Q3	$117K	Sell	550 -955	-63%	-$211K	0.06%	65
2023 Q2	$332K	Hold	1,505	–	–	0.17%	39
2023 Q1	$307K	Hold	1,505	–	–	0.17%	38
2022 Q4	$288K	Hold	1,505	–	–	0.16%	41
2022 Q3	$270K	Sell	1,505 -50	-3%	-$9.96K	0.16%	36
2022 Q2	$293K	Buy	1,555 +212	+16%	+$43.6K	0.16%	37
2022 Q1	$306K	Hold	1,343	–	–	0.14%	39
2021 Q4	$324K	Hold	1,343	–	–	0.14%	36
2021 Q3	$298K	Hold	1,343	–	–	0.14%	37
2021 Q2	$299K	Hold	1,343	–	–	0.14%	36
2021 Q1	$278K	Hold	1,343	–	–	0.14%	32
2020 Q4	$261K	Hold	1,343	–	–	0.13%	30
2020 Q3	$229K	Buy	1,343 +367	+38%	+$61.7K	0.13%	29
2020 Q2	$153K	Hold	976	–	–	0.09%	38
2020 Q1	$126K	Buy	976 +250	+34%	+$38.7K	0.09%	37
2019 Q4	$119K	Hold	726	–	–	0.07%	40
2019 Q3	$110K	Hold	726	–	–	0.07%	40
2019 Q2	$109K	Hold	726	–	–	0.07%	40
2019 Q1	$105K	Hold	726	–	–	0.06%	40
2018 Q4	$93K	Buy	726 +466	+179%	+$64.3K	0.06%	41
2018 Q3	$39K	Hold	260	–	–	0.02%	76
2018 Q2	$37K	Hold	260	–	–	0.02%	77
2018 Q1	$35K	Hold	260	–	–	0.02%	81
2017 Q4	$36K	Hold	260	–	–	0.02%	80
2017 Q3	$34K	Buy	+260	New	+$32.9K	0.02%	77

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Lowe Wealth Advisors's VTI Position: Q3 2025 in Review

Lowe Wealth Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2025 at 782 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #55.

Lowe Wealth Advisors first reported a position in VTI in Q3 2017 and has held it in 33 quarters since. The position peaked at $332K in Q2 2023. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Lowe Wealth Advisors held 782 shares of Vanguard Morningstar Total Stock Market ETF worth $257K as of Q3 2025.
Lowe Wealth Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Lowe Wealth Advisors's portfolio in Q3 2025, its #55 holding.
Lowe Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and has held it in 33 quarters since.
Lowe Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $332K in Q2 2023.
3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.