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Naviter Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Naviter Wealth’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 		– Sell
-864
Closed -$263K – 283
2025
Q2 		$263K Sell
864
-1,153
-57% -$324K 0.03% 246
2025
Q1 		$554K Sell
2,017
-50
-2% -$14.5K 0.07% 200
2024
Q4 		$599K Hold
2,067
– – 0.07% 196
2024
Q3 		$587K Buy
+2,067
New +$564K 0.08% 183

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Naviter Wealth's VTI Position: Q3 2025 in Review

Naviter Wealth sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 864 shares — an estimated $263K sold.

Naviter Wealth first reported a position in VTI in Q3 2024 and held it in 4 quarters. The position peaked at $599K in Q4 2024. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Naviter Wealth reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Naviter Wealth sold 864 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $263K.
  • Naviter Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and held it in 4 quarters.
  • Naviter Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $599K in Q4 2024.
  • 3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Naviter Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.