Moser Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Moser Wealth 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 Q2	$706K	Hold	2,322	–	–	0.34%	52
2025 Q1	$638K	Buy	2,322 +1,756	+310%	+$510K	0.33%	54
2024 Q4	$164K	Hold	566	–	–	0.09%	80
2024 Q3	$160K	Hold	566	–	–	0.08%	82
2024 Q2	$151K	Buy	566 +60	+12%	+$15.5K	0.08%	82
2024 Q1	$132K	Sell	506 -273	-35%	-$67.5K	0.07%	82
2023 Q4	$185K	Buy	779 +675	+649%	+$149K	0.12%	71
2023 Q3	$22.1K	Hold	104	–	–	0.02%	97
2023 Q2	$22.9K	Buy	+104	New	+$21.7K	0.02%	97
2022 Q4	$19.9K	Hold	104	–	–	0.02%	98
2022 Q3	$19K	Buy	104 +26	+33%	+$5.18K	0.01%	102
2022 Q2	$15K	Buy	78 +34	+77%	+$6.99K	0.01%	104
2022 Q1	$10K	Hold	44	–	–	0.01%	113
2021 Q4	$11K	Buy	44 +15	+52%	+$3.54K	0.01%	113
2021 Q3	$6K	Buy	+29	New	+$6.61K	﹤0.01%	125

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Moser Wealth Advisors's VTI Position: Q2 2025 in Review

Moser Wealth Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2025 at 2,322 shares worth $706K. The position accounts for 0.34% of the portfolio, ranked #52.

Moser Wealth Advisors first reported a position in VTI in Q3 2021 and has held it in 15 quarters since. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Moser Wealth Advisors held 2,322 shares of Vanguard Total Stock Market ETF worth $706K as of Q2 2025.
Moser Wealth Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q2 2025.
Vanguard Total Stock Market ETF made up 0.34% of Moser Wealth Advisors's portfolio in Q2 2025, its #52 holding.
Moser Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and has held it in 15 quarters since.
3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.