LVZ Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

LVZ Inc’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	–	Sell	-795	Closed	-$230K	–	163
2024 Q4	$230K	Sell	795 -70	-8%	-$20.4K	0.03%	131
2024 Q3	$245K	Buy	865 +9	+1%	+$2.46K	0.03%	124
2024 Q2	$229K	Sell	856 -19	-2%	-$4.92K	0.03%	127
2024 Q1	$227K	Sell	875 -126	-13%	-$31.2K	0.03%	127
2023 Q4	$237K	Hold	1,001	–	–	0.03%	121
2023 Q3	$213K	Hold	1,001	–	–	0.03%	115
2023 Q2	$221K	Sell	1,001 -233	-19%	-$48.6K	0.03%	135
2023 Q1	$252K	Hold	1,234	–	–	0.04%	118
2022 Q4	$236K	Buy	+1,234	New	+$238K	0.04%	122
2022 Q2	–	Sell	-1,019	Closed	-$232K	–	119
2022 Q1	$232K	Hold	1,019	–	–	0.03%	98
2021 Q4	$246K	Sell	1,019 -112	-10%	-$26.4K	0.03%	95
2021 Q3	$251K	Sell	1,131 -27	-2%	-$6.16K	0.04%	89
2021 Q2	$258K	Hold	1,158	–	–	0.04%	93
2021 Q1	$239K	Hold	1,158	–	–	0.04%	96
2020 Q4	$225K	Buy	+1,158	New	+$212K	0.04%	91

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LVZ Inc's VTI Position: Q1 2025 in Review

LVZ Inc sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 795 shares — an estimated $230K sold.

LVZ Inc first reported a position in VTI in Q4 2020 and held it in 15 quarters. The position peaked at $258K in Q2 2021. 3,160 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

LVZ Inc reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
LVZ Inc sold 795 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $230K.
LVZ Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 15 quarters.
LVZ Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $258K in Q2 2021.
3,160 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on LVZ Inc's 13F filing for Q1 2025, filed 22 Apr 2025.