Pathstone Holdings
VTI icon

Pathstone Holdings’s Vanguard Total Stock Market ETF VTI Stock Holding History

Pathstone Holdings’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
2026
Q1 		$267M Buy
833,032
+25,723
+3% +$8.63M 1.06% 13
2025
Q4 		$271M Buy
807,309
+23,557
+3% +$7.84M 1.04% 16
2025
Q3 		$257M Buy
783,752
+25,159
+3% +$7.95M 0.98% 14
2025
Q2 		$231M Buy
758,593
+81,173
+12% +$22.8M 0.91% 14
2025
Q1 		$186M Buy
677,420
+75,087
+12% +$21.8M 0.81% 19
2024
Q4 		$175M Buy
602,333
+14,800
+3% +$4.32M 0.77% 21
2024
Q3 		$166M Sell
587,533
-33,767
-5% -$9.21M 0.74% 20
2024
Q2 		$166M Sell
621,300
-19,310
-3% -$5M 0.75% 20
2024
Q1 		$166M Sell
640,610
-10,614
-2% -$2.63M 0.78% 21
2023
Q4 		$154M Buy
+651,224
New +$144M 0.84% 20

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VGA
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VAI
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Betterment LLC
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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
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 $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return