Platt Investment Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Platt Investment Counsel’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	-17,492	Closed	-$5.07M	–	11
2024 Q4	$5.07M	Sell	17,492 -577	-3%	-$168K	4.84%	6
2024 Q3	$5.12M	Sell	18,069 -376	-2%	-$103K	4.54%	6
2024 Q2	$4.93M	Buy	+18,445	New	+$4.77M	4.75%	6
2022 Q4	–	Sell	-2,025	Closed	-$363K	–	12
2022 Q3	$363K	Sell	2,025 -744	-27%	-$148K	0.53%	10
2022 Q2	$522K	Sell	2,769 -531	-16%	-$109K	0.71%	8
2022 Q1	$751K	Sell	3,300 -253	-7%	-$56.9K	0.7%	9
2021 Q4	$858K	Sell	3,553 -55	-2%	-$13K	0.73%	10
2021 Q3	$801K	Sell	3,608 -1,228	-25%	-$280K	0.71%	11
2021 Q2	$1.08M	Sell	4,836 -108	-2%	-$23.4K	0.93%	10
2021 Q1	$1.02M	Sell	4,944 -15,454	-76%	-$3.13M	0.91%	10
2020 Q4	$3.97M	Buy	+20,398	New	+$3.73M	3.76%	8

Other funds holding VTI

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Platt Investment Counsel's VTI Position: Q1 2025 in Review

Platt Investment Counsel sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 17,492 shares — an estimated $5.07M sold.

Platt Investment Counsel first reported a position in VTI in Q4 2020 and held it in 11 quarters. The position peaked at $5.12M in Q3 2024. 3,157 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Platt Investment Counsel reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Platt Investment Counsel sold 17,492 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $5.07M.
Platt Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 11 quarters.
Platt Investment Counsel's Vanguard Morningstar Total Stock Market ETF position peaked at $5.12M in Q3 2024.
3,157 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Platt Investment Counsel's 13F filing for Q1 2025, filed 10 Apr 2025.