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

Oak Grove 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 		– Sell
-784
Closed -$227K – 82
2024
Q4 		$227K Buy
+784
New +$229K 0.03% 68

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rakuten Investment Management
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WealthNavi Inc
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
HB Wealth Management
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Oak Grove Capital's VTI Position: Q1 2025 in Review

Oak Grove Capital sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 784 shares — an estimated $227K sold.

Oak Grove Capital first reported a position in VTI in Q4 2024 and held it in 1 quarter. The position peaked at $227K in Q4 2024. 3,165 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Oak Grove Capital reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Oak Grove Capital sold 784 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $227K.
  • Oak Grove Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 1 quarter.
  • Oak Grove Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $227K in Q4 2024.
  • 3,165 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Oak Grove Capital's 13F filing for Q1 2025, filed 13 May 2025.