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Marshall Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Marshall Investment 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
-6
Closed -$1.66K – 223
2025
Q1 		$1.66K Buy
+6
New +$1.74K ﹤0.01% 222

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

Marshall Investment Management's VTI Position: Q2 2025 in Review

Marshall Investment Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 6 shares — an estimated $1.66K sold.

Marshall Investment Management first reported a position in VTI in Q1 2025 and held it in 1 quarter. The position peaked at $1.66K in Q1 2025. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Marshall Investment Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $1.66K.
  • Marshall Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.66K in Q1 2025.
  • 3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.