Shilanski & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Shilanski & Associates’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 Q3	$218K	Hold	661	–	–	0.06%	103
2025 Q2	$202K	Buy	+661	New	+$186K	0.06%	104
2025 Q1	–	Sell	-795	Closed	-$230K	–	113
2024 Q4	$230K	Buy	+795	New	+$232K	0.07%	92
2022 Q4	–	Sell	-5,421	Closed	-$973K	–	214
2022 Q3	$973K	Buy	+5,421	New	+$1.08M	0.36%	42
2022 Q2	–	Sell	-2,442	Closed	-$556K	–	134
2022 Q1	$556K	Buy	+2,442	New	+$549K	0.23%	75

Other funds holding VTI

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Shilanski & Associates's VTI Position: Q3 2025 in Review

Shilanski & Associates held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2025 at 661 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #103.

Shilanski & Associates first reported a position in VTI in Q1 2022 and has held it in 5 quarters since. The position peaked at $973K in Q3 2022. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Shilanski & Associates held 661 shares of Vanguard Morningstar Total Stock Market ETF worth $218K as of Q3 2025.
Shilanski & Associates left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Shilanski & Associates's portfolio in Q3 2025, its #103 holding.
Shilanski & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 5 quarters since.
Shilanski & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $973K in Q3 2022.
3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.