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Sheaff Brock Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sheaff Brock Investment 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
Q1 		$4.42M Sell
16,087
-209
-1% -$60.7K 0.41% 66
2024
Q4 		$4.72M Buy
16,296
+350
+2% +$102K 0.41% 60
2024
Q3 		$4.52M Sell
15,946
-54
-0.3% -$14.7K 0.4% 61
2024
Q2 		$4.28M Buy
16,000
+516
+3% +$134K 0.4% 61
2024
Q1 		$4.02M Buy
15,484
+637
+4% +$158K 0.25% 69
2023
Q4 		$3.52M Buy
14,847
+870
+6% +$192K 0.27% 70
2023
Q3 		$2.97M Sell
13,977
-98
-0.7% -$21.7K 0.27% 77
2023
Q2 		$3.1M Buy
14,075
+85
+0.6% +$17.7K 0.26% 78
2023
Q1 		$2.86M Sell
13,990
-224
-2% -$44.8K 0.26% 77
2022
Q4 		$2.72M Buy
14,214
+420
+3% +$80.9K 0.27% 74
2022
Q3 		$2.48M Buy
13,794
+422
+3% +$84.1K 0.27% 74
2022
Q2 		$2.52M Buy
13,372
+452
+3% +$92.9K 0.21% 74
2022
Q1 		$2.94M Buy
12,920
+1,061
+9% +$239K 0.2% 82
2021
Q4 		$2.86M Buy
11,859
+2,329
+24% +$550K 0.19% 84
2021
Q3 		$2.12M Buy
9,530
+242
+3% +$55.2K 0.16% 99
2021
Q2 		$2.07M Sell
9,288
-292
-3% -$63.4K 0.15% 97
2021
Q1 		$1.98M Sell
9,580
-1,673
-15% -$339K 0.16% 88
2020
Q4 		$2.19M Buy
11,253
+2
+0% +$366 0.18% 80
2020
Q3 		$1.92M Sell
11,251
-594
-5% -$99.9K 0.18% 84
2020
Q2 		$1.85M Buy
11,845
+923
+8% +$136K 0.18% 80
2020
Q1 		$1.41M Sell
10,922
-1,230
-10% -$190K 0.19% 75
2019
Q4 		$1.99M Buy
12,152
+567
+5% +$88.8K 0.19% 75
2019
Q3 		$1.75M Sell
11,585
-1,423
-11% -$214K 0.19% 79
2019
Q2 		$1.95M Buy
13,008
+484
+4% +$71.3K 0.21% 76
2019
Q1 		$1.81M Buy
12,524
+1,550
+14% +$216K 0.22% 85
2018
Q4 		$1.4M Buy
10,974
+362
+3% +$50K 0.22% 87
2018
Q3 		$1.59M Buy
10,612
+384
+4% +$56.5K 0.15% 96
2018
Q2 		$1.44M Sell
10,228
-674
-6% -$94K 0.14% 108
2018
Q1 		$1.48M Sell
10,902
-271
-2% -$38K 0.15% 104
2017
Q4 		$1.53M Buy
11,173
+168
+2% +$22.5K 0.2% 102
2017
Q3 		$1.43M Sell
11,005
-239
-2% -$30.3K 0.19% 107
2017
Q2 		$1.4M Sell
11,244
-1,272
-10% -$157K 0.18% 111
2017
Q1 		$1.52M Sell
12,516
-994
-7% -$119K 0.2% 105
2016
Q4 		$1.56M Sell
13,510
-2,209
-14% -$248K 0.2% 104
2016
Q3 		$1.75M Buy
15,719
+507
+3% +$56.2K 0.23% 90
2016
Q2 		$1.63M Buy
15,212
+618
+4% +$65.5K 0.21% 97
2016
Q1 		$1.53M Sell
14,594
-9,288
-39% -$921K 0.19% 112
2015
Q4 		$2.49M Buy
+23,882
New +$2.52M 0.28% 83

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 $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $757B AUM 28.64% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Sheaff Brock Investment Advisors's VTI Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.3% in Q1 2025, selling an estimated $60.7K and leaving 16,087 shares worth $4.42M. The position accounts for 0.41% of the portfolio, ranked #66.

Sheaff Brock Investment Advisors first reported a position in VTI in Q4 2015 and has held it in 38 quarters since. The position peaked at $4.72M in Q4 2024. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Sheaff Brock Investment Advisors held 16,087 shares of Vanguard Total Stock Market ETF worth $4.42M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 209 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $60.7K.
  • Vanguard Total Stock Market ETF made up 0.41% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #66 holding.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Vanguard Total Stock Market ETF position peaked at $4.72M in Q4 2024.
  • 3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.