PSI Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

PSI Advisors’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	–	Sell	-180	Closed	-$49.5K	–	681
2025 Q1	$49.5K	Hold	180	–	–	0.02%	239
2024 Q4	$52.2K	Hold	180	–	–	0.02%	266
2024 Q3	$51K	Hold	180	–	–	0.01%	273
2024 Q2	$48.2K	Hold	180	–	–	0.02%	262
2024 Q1	$46.8K	Sell	180 -118	-40%	-$29.2K	0.02%	260
2023 Q4	$70.7K	Hold	298	–	–	0.03%	221
2023 Q3	$63.3K	Hold	298	–	–	0.03%	226
2023 Q2	$65.6K	Hold	298	–	–	0.03%	216
2023 Q1	$60.8K	Sell	298 -28	-9%	-$5.61K	0.03%	200
2022 Q4	$62.3K	Hold	326	–	–	0.03%	191
2022 Q3	$59K	Buy	326 +125	+62%	+$24.9K	0.03%	205
2022 Q2	$38K	Buy	201 +55	+38%	+$11.3K	0.02%	284
2022 Q1	$33K	Hold	146	–	–	0.01%	303
2021 Q4	$35K	Hold	146	–	–	0.01%	313
2021 Q3	$32K	Buy	+146	New	+$33.3K	0.01%	328
2020 Q1	–	Sell	-270	Closed	-$44K	–	593
2019 Q4	$44K	Buy	+270	New	+$42.3K	0.03%	274

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

PSI Advisors's VTI Position: Q2 2025 in Review

PSI Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 180 shares — an estimated $49.5K sold.

PSI Advisors first reported a position in VTI in Q4 2019 and held it in 16 quarters. The position peaked at $70.7K in Q4 2023. 3,225 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

PSI Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 180 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $49.5K.
PSI Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and held it in 16 quarters.
PSI Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $70.7K in Q4 2023.
3,225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.