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Priebe Wealth Holdings’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Priebe Wealth Holdings’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
Q2 		$3.02M Sell
9,951
-787
-7% -$221K 2.62% 11
2025
Q1 		$2.95M Sell
10,738
-2,003
-16% -$582K 1.84% 11
2024
Q4 		$3.69M Sell
12,741
-3,296
-21% -$962K 2.5% 9
2024
Q3 		$4.54M Sell
16,037
-3,205
-17% -$874K 3.31% 7
2024
Q2 		$5.15M Sell
19,242
-294
-2% -$76.1K 4.08% 6
2024
Q1 		$5.08M Sell
19,536
-132
-0.7% -$32.7K 3.96% 7
2023
Q4 		$4.67M Buy
+19,668
New +$4.35M 3.83% 6

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Priebe Wealth Holdings's VTI Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.3% in Q2 2025, selling an estimated $221K and leaving 9,951 shares worth $3.02M. The position accounts for 2.62% of the portfolio, ranked #11.

Priebe Wealth Holdings first reported a position in VTI in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.15M in Q2 2024. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Priebe Wealth Holdings held 9,951 shares of Vanguard Morningstar Total Stock Market ETF worth $3.02M as of Q2 2025.
  • Priebe Wealth Holdings sold 787 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $221K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.62% of Priebe Wealth Holdings's portfolio in Q2 2025, its #11 holding.
  • Priebe Wealth Holdings first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 7 quarters since.
  • Priebe Wealth Holdings's Vanguard Morningstar Total Stock Market ETF position peaked at $5.15M in Q2 2024.
  • 3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.