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Safeguard Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Safeguard Financial’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 		$4.43M Sell
16,137
-425
-3% -$123K 0.97% 12
2024
Q4 		$4.8M Buy
16,562
+351
+2% +$102K 1.04% 10
2024
Q3 		$4.59M Sell
16,211
-24
-0.1% -$6.55K 1.08% 9
2024
Q2 		$4.34M Sell
16,235
-3,728
-19% -$965K 1.21% 9
2024
Q1 		$5.19M Sell
19,963
-667
-3% -$165K 1.69% 8
2023
Q4 		$4.89M Sell
20,630
-4,088
-17% -$904K 1.85% 8
2023
Q3 		$5.25M Buy
24,718
+7,009
+40% +$1.55M 2.53% 8
2023
Q2 		$3.9M Buy
17,709
+2,040
+13% +$426K 1.88% 9
2023
Q1 		$3.2M Buy
15,669
+1,508
+11% +$302K 1.94% 9
2022
Q4 		$2.71M Buy
14,161
+5,319
+60% +$1.03M 1.94% 11
2022
Q3 		$1.59M Sell
8,842
-10,810
-55% -$2.15M 1.47% 13
2022
Q2 		$3.71M Buy
19,652
+14,060
+251% +$2.89M 4.42% 4
2022
Q1 		$1.27M Buy
+5,592
New +$1.26M 1.9% 14

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

Safeguard Financial's VTI Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q1 2025, selling an estimated $123K and leaving 16,137 shares worth $4.43M. The position accounts for 0.97% of the portfolio, ranked #12.

Safeguard Financial first reported a position in VTI in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.25M in Q3 2023. 3,160 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Safeguard Financial held 16,137 shares of Vanguard Morningstar Total Stock Market ETF worth $4.43M as of Q1 2025.
  • Safeguard Financial sold 425 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $123K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.97% of Safeguard Financial's portfolio in Q1 2025, its #12 holding.
  • Safeguard Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 13 quarters since.
  • Safeguard Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $5.25M in Q3 2023.
  • 3,160 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.