Pathway Financial Advisers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pathway Financial Advisers’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 Q4	–	Sell	-234	Closed	-$76.4K	–	351
2025 Q3	$76.4K	Buy	+234	New	+$73.9K	0.02%	204
2025 Q1	–	Sell	-46	Closed	-$13.3K	–	412
2024 Q4	$13.3K	Hold	46	–	–	﹤0.01%	337
2024 Q3	$12.9K	Buy	46 +24	+109%	+$6.55K	0.01%	281
2024 Q2	$5.73K	Buy	+22	New	+$5.69K	﹤0.01%	381
2023 Q4	–	Sell	-96	Closed	-$20.3K	–	486
2023 Q3	$20.3K	Buy	+96	New	+$21.2K	0.01%	289
2023 Q1	$14.6K	Hold	71	–	–	0.01%	338
2022 Q4	$13.6K	Buy	+71	New	+$13.7K	0.01%	377

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathway Financial Advisers's VTI Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 234 shares — an estimated $76.4K sold.

Pathway Financial Advisers first reported a position in VTI in Q4 2022 and held it in 7 quarters. The position peaked at $76.4K in Q3 2025. 3,569 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Pathway Financial Advisers reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 234 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $76.4K.
Pathway Financial Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and held it in 7 quarters.
Pathway Financial Advisers's Vanguard Morningstar Total Stock Market ETF position peaked at $76.4K in Q3 2025.
3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.