Shorepath Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Shorepath Capital Management’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	$868K	Hold	2,855	–	–	0.72%	22
2025 Q1	$785K	Hold	2,855	–	–	0.59%	21
2024 Q4	$827K	Hold	2,855	–	–	0.59%	21
2024 Q3	$808K	Buy	2,855 +15	+0.5%	+$4.09K	0.59%	22
2024 Q2	$760K	Hold	2,840	–	–	0.58%	21
2024 Q1	$738K	Buy	2,840 +63	+2%	+$15.6K	0.58%	21
2023 Q4	$659K	Buy	+2,777	New	+$614K	0.58%	21

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Shorepath Capital Management's VTI Position: Q2 2025 in Review

Shorepath Capital Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2025 at 2,855 shares worth $868K. The position accounts for 0.72% of the portfolio, ranked #22.

Shorepath Capital Management first reported a position in VTI in Q4 2023 and has held it in 7 quarters since. 3,223 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Shorepath Capital Management held 2,855 shares of Vanguard Morningstar Total Stock Market ETF worth $868K as of Q2 2025.
Shorepath Capital Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.72% of Shorepath Capital Management's portfolio in Q2 2025, its #22 holding.
Shorepath Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 7 quarters since.
3,223 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Shorepath Capital Management's 13F filing for Q2 2025, filed 4 Aug 2025.