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Miller Equity Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Miller Equity Capital 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 		– Sell
-51,249
Closed -$14.9M – 48
2024
Q4 		$14.9M Sell
51,249
-274
-0.5% -$79.9K 5.67% 2
2024
Q3 		$14.6M Sell
51,523
-336
-0.6% -$91.6K 5.69% 2
2024
Q2 		$13.9M Buy
51,859
+308
+0.6% +$79.7K 5.77% 2
2024
Q1 		$13.4M Sell
51,551
-517
-1% -$128K 5.53% 2
2023
Q4 		$12.4M Sell
52,068
-565
-1% -$125K 5.58% 2
2023
Q3 		$11.2M Sell
52,633
-255
-0.5% -$56.4K 5.79% 2
2023
Q2 		$11.7M Sell
52,888
-370
-0.7% -$77.2K 5.91% 2
2023
Q1 		$10.9M Sell
53,258
-20
-0% -$4K 6.08% 2
2022
Q4 		$10.2M Sell
53,278
-3,615
-6% -$697K 6.61% 2
2022
Q3 		$10.2M Sell
56,893
-45
-0.1% -$8.97K 7.49% 2
2022
Q2 		$10.7M Sell
56,938
-210
-0.4% -$43.1K 9.17% 2
2022
Q1 		$13M Sell
57,148
-605
-1% -$136K 11.03% 2
2021
Q4 		$13.9M Buy
57,753
+314
+0.5% +$74.1K 12.98% 1
2021
Q3 		$12.8M Sell
57,439
-982
-2% -$224K 12.55% 1
2021
Q2 		$13M Sell
58,421
-1,070
-2% -$232K 13.43% 1
2021
Q1 		$12.3M Buy
59,491
+105
+0.2% +$21.2K 15.4% 1
2020
Q4 		$11.6M Buy
59,386
+1,235
+2% +$226K 15.44% 1
2020
Q3 		$9.9M Buy
58,151
+80
+0.1% +$13.5K 14.92% 1
2020
Q2 		$9.09M Sell
58,071
-105
-0.2% -$15.5K 14.77% 2
2020
Q1 		$7.5M Sell
58,176
-13,235
-19% -$2.05M 14.07% 2
2019
Q4 		$11.7M Buy
+71,411
New +$11.2M 14.96% 2

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

Miller Equity Capital Advisors's VTI Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 51,249 shares — an estimated $14.9M sold.

Miller Equity Capital Advisors first reported a position in VTI in Q4 2019 and held it in 21 quarters. The position peaked at $14.9M in Q4 2024. 3,160 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Miller Equity Capital Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Equity Capital Advisors sold 51,249 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $14.9M.
  • Miller Equity Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and held it in 21 quarters.
  • Miller Equity Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $14.9M in Q4 2024.
  • 3,160 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.