Norris Perne & French’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Norris Perne & French’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 Q4	–	Sell	-1,086	Closed	-$356K	–	172
2025 Q3	$356K	Sell	1,086 -27	-2%	-$8.53K	0.02%	116
2025 Q2	$338K	Buy	+1,113	New	+$313K	0.02%	115
2024 Q1	–	Sell	-1,217	Closed	-$289K	–	151
2023 Q4	$289K	Buy	+1,217	New	+$269K	0.02%	116

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

Align Financial Hermantown, Minnesota $202M AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norris Perne & French's VTI Position: Q4 2025 in Review

Norris Perne & French sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 1,086 shares — an estimated $356K sold.

Norris Perne & French first reported a position in VTI in Q4 2023 and held it in 3 quarters. The position peaked at $356K in Q3 2025. 3,569 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Norris Perne & French reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Norris Perne & French sold 1,086 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $356K.
Norris Perne & French first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 3 quarters.
Norris Perne & French's Vanguard Morningstar Total Stock Market ETF position peaked at $356K in Q3 2025.
3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Norris Perne & French's 13F filing for Q4 2025, filed 23 Jan 2026.