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Napatree Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Napatree Capital’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 		$3.7M Buy
13,463
+110
+0.8% +$32K 2.08% 9
2024
Q4 		$3.87M Buy
13,353
+6,874
+106% +$2.01M 2.27% 8
2024
Q3 		$1.83M Buy
6,479
+49
+0.8% +$13.4K 1.28% 18
2024
Q2 		$1.72M Sell
6,430
-40
-0.6% -$10.4K 1.39% 16
2024
Q1 		$1.61M Buy
6,470
+19
+0.3% +$4.7K 1.56% 13
2023
Q4 		$1.53M Buy
+6,451
New +$1.43M 1.53% 14

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Napatree Capital's VTI Position: Q1 2025 in Review

Napatree Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.82% in Q1 2025, buying an estimated $32K and bringing the position to 13,463 shares worth $3.7M. The position accounts for 2.08% of the portfolio, ranked #9.

Napatree Capital first reported a position in VTI in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.87M in Q4 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Napatree Capital held 13,463 shares of Vanguard Morningstar Total Stock Market ETF worth $3.7M as of Q1 2025.
  • Napatree Capital bought 110 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $32K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.08% of Napatree Capital's portfolio in Q1 2025, its #9 holding.
  • Napatree Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 6 quarters since.
  • Napatree Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $3.87M in Q4 2024.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.