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Moloney Securities Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Moloney Securities Asset 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
Q3 		$7.12M Sell
21,697
-22,025
-50% -$6.96M 0.85% 27
2025
Q2 		$13.3M Buy
43,722
+23,222
+113% +$6.53M 1.64% 9
2025
Q1 		$5.63M Buy
20,500
+2,265
+12% +$658K 0.76% 24
2024
Q4 		$5.28M Buy
18,235
+631
+4% +$184K 0.71% 32
2024
Q3 		$4.98M Sell
17,604
-20,122
-53% -$5.49M 0.67% 33
2024
Q2 		$10.1M Sell
37,726
-5,005
-12% -$1.3M 1.46% 11
2024
Q1 		$11.1M Buy
42,731
+7,609
+22% +$1.88M 1.67% 7
2023
Q4 		$8.33M Buy
35,122
+8,646
+33% +$1.91M 1.32% 10
2023
Q3 		$5.62M Sell
26,476
-6,503
-20% -$1.44M 1.01% 14
2023
Q2 		$7.26M Buy
32,979
+23,416
+245% +$4.88M 1.28% 10
2023
Q1 		$1.95M Buy
9,563
+1,432
+18% +$287K 0.36% 69
2022
Q4 		$1.55M Buy
8,131
+1,373
+20% +$265K 0.34% 84
2022
Q3 		$1.21M Sell
6,758
-3
-0% -$598 0.29% 90
2022
Q2 		$1.27M Buy
6,761
+345
+5% +$70.9K 0.3% 91
2022
Q1 		$1.46M Sell
6,416
-12,867
-67% -$2.89M 0.28% 98
2021
Q4 		$4.66M Buy
+19,283
New +$4.55M 0.79% 19

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Moloney Securities Asset Management's VTI Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 50% in Q3 2025, selling an estimated $6.96M and leaving 21,697 shares worth $7.12M. The position accounts for 0.85% of the portfolio, ranked #27.

Moloney Securities Asset Management first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. The position peaked at $13.3M in Q2 2025. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Moloney Securities Asset Management held 21,697 shares of Vanguard Morningstar Total Stock Market ETF worth $7.12M as of Q3 2025.
  • Moloney Securities Asset Management sold 22,025 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $6.96M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.85% of Moloney Securities Asset Management's portfolio in Q3 2025, its #27 holding.
  • Moloney Securities Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • Moloney Securities Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $13.3M in Q2 2025.
  • 3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.