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Palo Alto Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Palo Alto Wealth Advisors’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 		$528K Buy
1,573
+175
+13% +$55.3K 0.15% 35
2025
Q2 		$426K Sell
1,398
-257
-16% -$72.3K 0.16% 36
2025
Q1 		$479K Buy
1,655
+260
+19% +$75.5K 0.19% 31
2024
Q4 		$404K Buy
1,395
+424
+44% +$124K 0.14% 38
2024
Q3 		$280K Buy
971
+149
+18% +$40.6K 0.12% 42
2024
Q2 		$221K Hold
822
– – 0.15% 42
2024
Q1 		$214K Buy
+822
New +$203K 0.15% 42

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 $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Palo Alto Wealth Advisors's VTI Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 13% in Q3 2025, buying an estimated $55.3K and bringing the position to 1,573 shares worth $528K. The position accounts for 0.15% of the portfolio, ranked #35.

Palo Alto Wealth Advisors first reported a position in VTI in Q1 2024 and has held it in 7 quarters since. 3,246 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Palo Alto Wealth Advisors held 1,573 shares of Vanguard Total Stock Market ETF worth $528K as of Q3 2025.
  • Palo Alto Wealth Advisors bought 175 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $55.3K.
  • Vanguard Total Stock Market ETF made up 0.15% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #35 holding.
  • Palo Alto Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 7 quarters since.
  • 3,246 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.