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

PBMares 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
Q3 		$3.87M Buy
11,793
+487
+4% +$154K 0.63% 27
2025
Q2 		$3.44M Buy
11,306
+41
+0.4% +$11.5K 0.63% 27
2025
Q1 		$3.1M Buy
11,265
+731
+7% +$212K 0.62% 27
2024
Q4 		$3.05M Sell
10,534
-8
-0.1% -$2.33K 0.62% 26
2024
Q3 		$2.99M Buy
10,542
+727
+7% +$198K 0.62% 26
2024
Q2 		$2.63M Sell
9,815
-2,233
-19% -$578K 0.64% 29
2024
Q1 		$3.13M Sell
12,048
-21
-0.2% -$5.2K 0.82% 26
2023
Q4 		$2.86M Buy
12,069
+5,688
+89% +$1.26M 0.86% 24
2023
Q3 		$1.36M Sell
6,381
-1,208
-16% -$267K 0.49% 40
2023
Q2 		$1.67M Sell
7,589
-38
-0.5% -$7.93K 0.6% 30
2023
Q1 		$1.56M Sell
7,627
-91
-1% -$18.2K 0.58% 31
2022
Q4 		$1.48M Sell
7,718
-2,888
-27% -$557K 0.6% 29
2022
Q3 		$1.9M Buy
10,606
+4,841
+84% +$965K 0.83% 24
2022
Q2 		$1.09M Buy
5,765
+2,020
+54% +$415K 0.47% 44
2022
Q1 		$853K Sell
3,745
-276
-7% -$62.1K 0.53% 46
2021
Q4 		$971K Buy
4,021
+178
+5% +$42K 0.41% 49
2021
Q3 		$853K Buy
3,843
+70
+2% +$16K 0.41% 54
2021
Q2 		$841K Buy
3,773
+2,281
+153% +$495K 0.46% 56
2021
Q1 		$308K Buy
1,492
+290
+24% +$58.7K 0.25% 109
2020
Q4 		$234K Hold
1,202
– – 0.27% 113
2020
Q3 		$205K Sell
1,202
-742
-38% -$125K 0.3% 101
2020
Q2 		$304K Buy
1,944
+168
+9% +$24.8K 0.46% 73
2020
Q1 		$229K Buy
+1,776
New +$275K 0.36% 90

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

PBMares Wealth Management's VTI Position: Q3 2025 in Review

PBMares Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 4.3% in Q3 2025, buying an estimated $154K and bringing the position to 11,793 shares worth $3.87M. The position accounts for 0.63% of the portfolio, ranked #27.

PBMares Wealth Management first reported a position in VTI in Q1 2020 and has held it in 23 quarters since. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • PBMares Wealth Management held 11,793 shares of Vanguard Total Stock Market ETF worth $3.87M as of Q3 2025.
  • PBMares Wealth Management bought 487 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $154K.
  • Vanguard Total Stock Market ETF made up 0.63% of PBMares Wealth Management's portfolio in Q3 2025, its #27 holding.
  • PBMares Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and has held it in 23 quarters since.
  • 3,247 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.