O'Dell Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

O'Dell 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 Q1	–	Sell	-831	Closed	-$241K	–	102
2024 Q4	$241K	Buy	+831	New	+$242K	0.05%	90
2024 Q1	–	Sell	-414	Closed	-$98.2K	–	475
2023 Q4	$98.2K	Buy	+414	New	+$91.5K	0.03%	144
2023 Q3	–	Sell	-406	Closed	-$89.4K	–	480
2023 Q2	$89.4K	Buy	+406	New	+$84.7K	0.03%	141
2022 Q4	–	Sell	-1,122	Closed	-$201K	–	401
2022 Q3	$201K	Buy	1,122 +7	+0.6%	+$1.4K	0.07%	61
2022 Q2	$210K	Sell	1,115 -548	-33%	-$113K	0.07%	61
2022 Q1	$379K	Sell	1,663 -60	-3%	-$13.5K	0.11%	48
2021 Q4	$416K	Hold	1,723	–	–	0.12%	44
2021 Q3	$383K	Hold	1,723	–	–	0.12%	47
2021 Q2	$384K	Buy	+1,723	New	+$374K	0.12%	51

Other funds holding VTI

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

O'Dell Group's VTI Position: Q1 2025 in Review

O'Dell Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 831 shares — an estimated $241K sold.

O'Dell Group first reported a position in VTI in Q2 2021 and held it in 9 quarters. The position peaked at $416K in Q4 2021. 3,160 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

O'Dell Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
O'Dell Group sold 831 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $241K.
O'Dell Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and held it in 9 quarters.
O'Dell Group's Vanguard Morningstar Total Stock Market ETF position peaked at $416K in Q4 2021.
3,160 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.