PPWM
VTI icon

Perissos Private Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Perissos Private 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
Q1 		– Sell
-794
Closed -$230K – 93
2024
Q4 		$230K Buy
794
+2
+0.3% +$584 0.17% 78
2024
Q3 		$224K Buy
792
+2
+0.3% +$546 0.18% 77
2024
Q2 		$211K Sell
790
-48
-6% -$12.4K 0.19% 76
2024
Q1 		$218K Buy
+838
New +$207K 0.2% 71

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 $34.6B AUM 29.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Perissos Private Wealth Management's VTI Position: Q1 2025 in Review

Perissos Private Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 794 shares — an estimated $230K sold.

Perissos Private Wealth Management first reported a position in VTI in Q1 2024 and held it in 4 quarters. The position peaked at $230K in Q4 2024. 3,165 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Perissos Private Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Perissos Private Wealth Management sold 794 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $230K.
  • Perissos Private Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and held it in 4 quarters.
  • Perissos Private Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $230K in Q4 2024.
  • 3,165 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Perissos Private Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.