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

Redmont Wealth 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 Q4	$13.7K	Hold	41	–	–	0.02%	155
2025 Q3	$13.5K	Hold	41	–	–	0.02%	163
2025 Q2	$12.5K	Hold	41	–	–	0.02%	165
2025 Q1	$11.3K	Buy	+41	New	+$11.9K	0.02%	104
2024 Q4	–	Sell	-41	Closed	-$11.6K	–	305
2024 Q3	$11.6K	Hold	41	–	–	0.02%	171
2024 Q2	$11K	Buy	+41	New	+$10.6K	0.02%	176
2022 Q2	–	Sell	-1,000	Closed	-$228K	–	127
2022 Q1	$228K	Hold	1,000	–	–	0.24%	96
2021 Q4	$241K	Buy	+1,000	New	+$236K	0.26%	91

Other funds holding VTI

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Redmont Wealth Advisors's VTI Position: Q4 2025 in Review

Redmont Wealth Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2025 at 41 shares worth $13.7K. The position accounts for 0.02% of the portfolio, ranked #155.

Redmont Wealth Advisors first reported a position in VTI in Q4 2021 and has held it in 8 quarters since. The position peaked at $241K in Q4 2021. 3,578 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Redmont Wealth Advisors held 41 shares of Vanguard Morningstar Total Stock Market ETF worth $13.7K as of Q4 2025.
Redmont Wealth Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #155 holding.
Redmont Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 8 quarters since.
Redmont Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $241K in Q4 2021.
3,578 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.