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Michael A Dubis Financial Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Michael A Dubis Financial Planning’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 		$21.8M Buy
79,217
+1,137
+1% +$330K 21.13% 1
2024
Q4 		$22.6M Buy
+78,080
New +$22.8M 21.88% 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 $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $860B AUM 41.15% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Michael A Dubis Financial Planning's VTI Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q1 2025, buying an estimated $330K and bringing the position to 79,217 shares worth $21.8M. The position accounts for 21.13% of the portfolio, ranked #1.

Michael A Dubis Financial Planning first reported a position in VTI in Q4 2024 and has held it in 2 quarters since. The position peaked at $22.6M in Q4 2024. 3,159 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Michael A Dubis Financial Planning held 79,217 shares of Vanguard Morningstar Total Stock Market ETF worth $21.8M as of Q1 2025.
  • Michael A Dubis Financial Planning bought 1,137 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $330K.
  • Vanguard Morningstar Total Stock Market ETF made up 21.13% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #1 holding.
  • Michael A Dubis Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $22.6M in Q4 2024.
  • 3,159 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.