Prelude Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Prelude Capital 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	–	Sell	-12,700	Closed	-$3.86M	–	1408
2025 Q2	$3.86M	Buy	12,700 +4,217	+50%	+$1.19M	0.38%	46
2025 Q1	$2.33M	Buy	+8,483	New	+$2.46M	0.18%	133
2024 Q3	–	Sell	-3,420	Closed	-$915K	–	1566
2024 Q2	$915K	Buy	+3,420	New	+$885K	0.06%	337
2022 Q4	–	Sell	-4,340	Closed	-$779K	–	1637
2022 Q3	$779K	Buy	+4,340	New	+$865K	0.03%	497
2018 Q2	–	Sell	-600	Closed	-$81K	–	1964
2018 Q1	$81K	Buy	+600	New	+$84.1K	0.01%	932

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Prelude Capital Management's VTI Position: Q3 2025 in Review

Prelude Capital Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 12,700 shares — an estimated $3.86M sold.

Prelude Capital Management first reported a position in VTI in Q1 2018 and held it in 5 quarters. The position peaked at $3.86M in Q2 2025. 3,257 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Prelude Capital Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Prelude Capital Management sold 12,700 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $3.86M.
Prelude Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and held it in 5 quarters.
Prelude Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $3.86M in Q2 2025.
3,257 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Prelude Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.