Richard W. Paul & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Richard W. Paul & Associates’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	-2,125	Closed	-$616K	–	507
2024 Q4	$616K	Buy	2,125 +44	+2%	+$12.8K	0.22%	110
2024 Q3	$589K	Hold	2,081	–	–	0.21%	114
2024 Q2	$557K	Hold	2,081	–	–	0.21%	113
2024 Q1	$541K	Hold	2,081	–	–	0.22%	113
2023 Q4	$494K	Buy	2,081 +98	+5%	+$21.7K	0.21%	114
2023 Q3	$421K	Buy	1,983 +2	+0.1%	+$443	0.19%	117
2023 Q2	$436K	Hold	1,981	–	–	0.19%	117
2023 Q1	$404K	Hold	1,981	–	–	0.19%	118
2022 Q4	$379K	Buy	+1,981	New	+$382K	0.19%	118

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Richard W. Paul & Associates's VTI Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 2,125 shares — an estimated $616K sold.

Richard W. Paul & Associates first reported a position in VTI in Q4 2022 and held it in 9 quarters. The position peaked at $616K in Q4 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Richard W. Paul & Associates reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 2,125 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $616K.
Richard W. Paul & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Vanguard Total Stock Market ETF position peaked at $616K in Q4 2024.
3,155 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.