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

Presilium Private Wealth’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
-6,145
Closed -$1.78M – 76
2024
Q4 		$1.78M Hold
6,145
– – 0.41% 27
2024
Q3 		$1.74M Hold
6,145
– – 0.4% 27
2024
Q2 		$1.64M Sell
6,145
-36
-0.6% -$9.32K 0.42% 27
2024
Q1 		$1.61M Buy
6,181
+66
+1% +$16.3K 0.43% 27
2023
Q4 		$1.45M Buy
+6,115
New +$1.35M 0.41% 29

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

Presilium Private Wealth's VTI Position: Q1 2025 in Review

Presilium Private Wealth sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 6,145 shares — an estimated $1.78M sold.

Presilium Private Wealth first reported a position in VTI in Q4 2023 and held it in 5 quarters. The position peaked at $1.78M in Q4 2024. 3,157 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Presilium Private Wealth reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Presilium Private Wealth sold 6,145 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $1.78M.
  • Presilium Private Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 5 quarters.
  • Presilium Private Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.78M in Q4 2024.
  • 3,157 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Presilium Private Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.