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

LPF 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
Q1 		$30.5M Buy
111,082
+6,076
+6% +$1.77M 24.99% 1
2024
Q4 		$30.4M Buy
105,006
+4,365
+4% +$1.27M 25.45% 1
2024
Q3 		$28.5M Buy
100,641
+2,153
+2% +$587K 24.38% 1
2024
Q2 		$26.3M Buy
98,488
+1,638
+2% +$424K 24.29% 1
2024
Q1 		$25.2M Buy
96,850
+1,726
+2% +$427K 25.21% 1
2023
Q4 		$22.6M Buy
+95,124
New +$21M 23.99% 1

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LPF Advisors's VTI Position: Q1 2025 in Review

LPF Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.8% in Q1 2025, buying an estimated $1.77M and bringing the position to 111,082 shares worth $30.5M. The position accounts for 24.99% of the portfolio, ranked #1.

LPF Advisors first reported a position in VTI in Q4 2023 and has held it in 6 quarters since. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • LPF Advisors held 111,082 shares of Vanguard Morningstar Total Stock Market ETF worth $30.5M as of Q1 2025.
  • LPF Advisors bought 6,076 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $1.77M.
  • Vanguard Morningstar Total Stock Market ETF made up 24.99% of LPF Advisors's portfolio in Q1 2025, its #1 holding.
  • LPF Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 6 quarters since.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.