PCM
VTI icon

Prelude Capital Management’s Vanguard 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 – 1409
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 0.24% 133
2024
Q3 		– Sell
-3,420
Closed -$915K – 1588
2024
Q2 		$915K Buy
+3,420
New +$885K 0.08% 337
2022
Q4 		– Sell
-4,340
Closed -$779K – 1691
2022
Q3 		$779K Buy
+4,340
New +$865K 0.04% 497
2020
Q3 		– Hold
0
– – – 2607
2020
Q2 		– Hold
0
– – – 2486
2020
Q1 		– Hold
0
– – – 2284
2018
Q2 		– Sell
-600
Closed -$81K – 2030
2018
Q1 		$81K Buy
+600
New +$84.1K 0.01% 932

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 $376B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return