Schulz Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Schulz Wealth’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	$262K	Sell	780 -58	-7%	-$19.3K	0.17%	57
2025 Q3	$275K	Sell	838 -19	-2%	-$6K	0.18%	55
2025 Q2	$261K	Sell	857 -1	-0.1%	-$281	0.19%	56
2025 Q1	$236K	Buy	858 +36	+4%	+$10.5K	0.18%	58
2024 Q4	$238K	Sell	822 -5	-0.6%	-$1.46K	0.18%	56
2024 Q3	$234K	Sell	827 -31	-4%	-$8.46K	0.18%	52
2024 Q2	$229K	Buy	858 +13	+2%	+$3.37K	0.19%	52
2024 Q1	$220K	Sell	845 -976	-54%	-$241K	0.19%	54
2023 Q4	$432K	Buy	+1,821	New	+$403K	0.41%	35

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

Align Financial Hermantown, Minnesota $176M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Schulz Wealth's VTI Position: Q4 2025 in Review

Schulz Wealth reduced its Vanguard Total Stock Market ETF (VTI) stake by 6.9% in Q4 2025, selling an estimated $19.3K and leaving 780 shares worth $262K. The position accounts for 0.17% of the portfolio, ranked #57.

Schulz Wealth first reported a position in VTI in Q4 2023 and has held it in 9 quarters since. The position peaked at $432K in Q4 2023. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Schulz Wealth held 780 shares of Vanguard Total Stock Market ETF worth $262K as of Q4 2025.
Schulz Wealth sold 58 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $19.3K.
Vanguard Total Stock Market ETF made up 0.17% of Schulz Wealth's portfolio in Q4 2025, its #57 holding.
Schulz Wealth first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 9 quarters since.
Schulz Wealth's Vanguard Total Stock Market ETF position peaked at $432K in Q4 2023.
3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.