PWM
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Parkworth Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Parkworth Wealth Management’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 		$2.87M Buy
9,451
+827
+10% +$233K 2.07% 16
2025
Q1 		$2.37M Buy
8,624
+1,166
+16% +$339K 1.89% 17
2024
Q4 		$2.16M Buy
+7,458
New +$2.18M 1.8% 16

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 $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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Parkworth Wealth Management's VTI Position: Q2 2025 in Review

Parkworth Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 9.6% in Q2 2025, buying an estimated $233K and bringing the position to 9,451 shares worth $2.87M. The position accounts for 2.07% of the portfolio, ranked #16.

Parkworth Wealth Management first reported a position in VTI in Q4 2024 and has held it in 3 quarters since. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Parkworth Wealth Management held 9,451 shares of Vanguard Total Stock Market ETF worth $2.87M as of Q2 2025.
  • Parkworth Wealth Management bought 827 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $233K.
  • Vanguard Total Stock Market ETF made up 2.07% of Parkworth Wealth Management's portfolio in Q2 2025, its #16 holding.
  • Parkworth Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.