Semmax Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Semmax Financial 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	$80.5K	Buy	257 +171	+199%	+$48.1K	0.02%	164
2025 Q1	$23.9K	Buy	86 +13	+18%	+$3.78K	0.01%	193
2024 Q4	$22.2K	Buy	73 +1	+1%	+$292	0.01%	186
2024 Q3	$21.4K	Buy	72 +24	+50%	+$6.55K	0.01%	181
2024 Q2	$12.9K	Buy	48 +12	+33%	+$3.11K	﹤0.01%	222
2024 Q1	$9.31K	Hold	36	–	–	﹤0.01%	209
2023 Q4	$8.83K	Buy	36 +12	+50%	+$2.65K	﹤0.01%	219
2023 Q3	$5.22K	Buy	+24	New	+$5.31K	﹤0.01%	228
2020 Q1	–	Sell	-33	Closed	-$5K	–	316
2019 Q4	$5K	Buy	+33	New	+$5.17K	﹤0.01%	215

Other funds holding VTI

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

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

Semmax Financial Advisors's VTI Position: Q2 2025 in Review

Semmax Financial Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 199% in Q2 2025, buying an estimated $48.1K and bringing the position to 257 shares worth $80.5K. The position accounts for 0.02% of the portfolio, ranked #164.

Semmax Financial Advisors first reported a position in VTI in Q4 2019 and has held it in 9 quarters since. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Semmax Financial Advisors held 257 shares of Vanguard Total Stock Market ETF worth $80.5K as of Q2 2025.
Semmax Financial Advisors bought 171 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $48.1K.
Vanguard Total Stock Market ETF made up 0.02% of Semmax Financial Advisors's portfolio in Q2 2025, its #164 holding.
Semmax Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 9 quarters since.
3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.