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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
2020
Q3 		– Sell
-100
Closed -$16K – 2397
2020
Q2 		$16K Sell
100
-100
-50% -$14.7K ﹤0.01% 1448
2020
Q1 		$26K Buy
+200
New +$30.9K ﹤0.01% 923

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 $52B AUM 24.53% 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 $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 $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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. 3,249 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.
  • 3,249 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.