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Parkside Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Parkside 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
Q2 		$6.03M Sell
19,764
-818
-4% -$230K 1.32% 18
2025
Q1 		$5.66M Sell
20,582
-210
-1% -$61K 1.36% 19
2024
Q4 		$6.03M Buy
20,792
+2,660
+15% +$776K 1.42% 19
2024
Q3 		$5.15M Sell
18,132
-159
-0.9% -$43.4K 1.22% 19
2024
Q2 		$4.91M Sell
18,291
-89
-0.5% -$23K 1.25% 19
2024
Q1 		$4.78M Buy
18,380
+5,501
+43% +$1.36M 1.23% 19
2023
Q4 		$3.06M Buy
12,879
+1
+0% +$221 0.85% 21
2023
Q3 		$2.74M Sell
12,878
-896
-7% -$198K 0.85% 19
2023
Q2 		$3.03M Sell
13,774
-516
-4% -$108K 0.94% 19
2023
Q1 		$2.92M Sell
14,290
-503
-3% -$101K 0.97% 19
2022
Q4 		$2.83M Buy
14,793
+897
+6% +$173K 0.99% 18
2022
Q3 		$2.49M Sell
13,896
-134
-1% -$26.7K 0.95% 19
2022
Q2 		$2.65M Sell
14,030
-239
-2% -$49.1K 0.96% 20
2022
Q1 		$3.25M Sell
14,269
-189
-1% -$42.5K 1.03% 20
2021
Q4 		$3.49M Sell
14,458
-360
-2% -$85K 1.06% 21
2021
Q3 		$3.29M Buy
14,818
+3,466
+31% +$790K 1.03% 20
2021
Q2 		$2.53M Sell
11,352
-979
-8% -$212K 0.81% 22
2021
Q1 		$2.55M Buy
12,331
+2,836
+30% +$574K 0.88% 21
2020
Q4 		$1.85M Buy
9,495
+74
+0.8% +$13.5K 0.69% 22
2020
Q3 		$1.6M Sell
9,421
-95
-1% -$16K 0.71% 22
2020
Q2 		$1.49M Buy
9,516
+790
+9% +$116K 0.69% 22
2020
Q1 		$1.13M Sell
8,726
-1,321
-13% -$204K 0.61% 23
2019
Q4 		$1.64M Sell
10,047
-1,308
-12% -$205K 0.74% 20
2019
Q3 		$1.72M Buy
11,355
+14
+0.1% +$2.11K 0.9% 19
2019
Q2 		$1.7M Buy
11,341
+7,218
+175% +$1.06M 0.94% 19
2019
Q1 		$597K Hold
4,123
– – 0.34% 26
2018
Q4 		$526K Buy
+4,123
New +$569K 0.32% 27

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Parkside Advisors's VTI Position: Q2 2025 in Review

Parkside Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4% in Q2 2025, selling an estimated $230K and leaving 19,764 shares worth $6.03M. The position accounts for 1.32% of the portfolio, ranked #18.

Parkside Advisors first reported a position in VTI in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.03M in Q4 2024. 3,223 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Parkside Advisors held 19,764 shares of Vanguard Morningstar Total Stock Market ETF worth $6.03M as of Q2 2025.
  • Parkside Advisors sold 818 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $230K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.32% of Parkside Advisors's portfolio in Q2 2025, its #18 holding.
  • Parkside Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 27 quarters since.
  • Parkside Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $6.03M in Q4 2024.
  • 3,223 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.