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

ShankerValleau 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
Q2 		– Sell
-1,239
Closed -$341K – 43
2025
Q1 		$341K Buy
+1,239
New +$360K 0.11% 26

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ShankerValleau Wealth Advisors's VTI Position: Q2 2025 in Review

ShankerValleau Wealth Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 1,239 shares — an estimated $341K sold.

ShankerValleau Wealth Advisors first reported a position in VTI in Q1 2025 and held it in 1 quarter. The position peaked at $341K in Q1 2025. 3,225 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • ShankerValleau Wealth Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • ShankerValleau Wealth Advisors sold 1,239 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $341K.
  • ShankerValleau Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and held it in 1 quarter.
  • ShankerValleau Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $341K in Q1 2025.
  • 3,225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.