New Century Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

New Century Financial Group’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	-898	Closed	-$273K	–	121
2025 Q2	$273K	Sell	898 -2,343	-72%	-$659K	0.32%	72
2025 Q1	$891K	Sell	3,241 -634	-16%	-$184K	1.03%	22
2024 Q4	$1.14M	Sell	3,875 -102	-3%	-$29.8K	0.48%	53
2024 Q3	$1.13M	Buy	3,977 +1,821	+84%	+$497K	0.41%	63
2024 Q2	$577K	Buy	2,156 +398	+23%	+$103K	0.25%	122
2024 Q1	$457K	Buy	1,758 +457	+35%	+$113K	0.32%	101
2023 Q4	$309K	Buy	+1,301	New	+$288K	0.27%	110

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

New Century Financial Group's VTI Position: Q3 2025 in Review

New Century Financial Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 898 shares — an estimated $273K sold.

New Century Financial Group first reported a position in VTI in Q4 2023 and held it in 7 quarters. The position peaked at $1.14M in Q4 2024. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

New Century Financial Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
New Century Financial Group sold 898 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $273K.
New Century Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 7 quarters.
New Century Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.14M in Q4 2024.
3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.