SMG
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Smart Money Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Smart Money Group’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 		– Sell
-14,655
Closed -$4.25M – 99
2024
Q4 		$4.25M Sell
14,655
-330
-2% -$96.3K 1.47% 17
2024
Q3 		$4.21M Sell
14,985
-28
-0.2% -$7.64K 1.5% 18
2024
Q2 		$4.09M Buy
15,013
+131
+0.9% +$33.9K 1.46% 20
2024
Q1 		$3.7M Sell
14,882
-277
-2% -$68.5K 1.44% 20
2023
Q4 		$3.6M Sell
15,159
-1,399
-8% -$309K 1.57% 17
2023
Q3 		$3.52M Sell
16,558
-3,051
-16% -$675K 1.67% 18
2023
Q2 		$4.32M Buy
19,609
+1,357
+7% +$283K 2.06% 14
2023
Q1 		$3.77M Buy
18,252
+2,255
+14% +$451K 1.89% 17
2022
Q4 		$3.06M Sell
15,997
-3,929
-20% -$757K 1.6% 17
2022
Q3 		$3.58M Buy
19,926
+3,120
+19% +$622K 2.44% 10
2022
Q2 		$3.17M Buy
16,806
+4,268
+34% +$877K 2.2% 12
2022
Q1 		$2.85M Buy
12,538
+2,432
+24% +$547K 1.92% 14
2021
Q4 		$2.44M Buy
10,106
+1,121
+12% +$265K 1.56% 19
2021
Q3 		$2M Buy
+8,985
New +$2.05M 1.45% 21
2021
Q2 		– Sell
-4,256
Closed -$880K – 67
2021
Q1 		$880K Buy
4,256
+799
+23% +$162K 0.73% 29
2020
Q4 		$673K Buy
3,457
+512
+17% +$93.6K 0.57% 31
2020
Q3 		$502K Buy
+2,945
New +$495K 0.22% 67
2020
Q2 		– Sell
-1,793
Closed -$231K – 97
2020
Q1 		$231K Buy
1,793
+228
+15% +$35.3K 0.16% 75
2019
Q4 		$256K Buy
+1,565
New +$245K 0.15% 73

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

Smart Money Group's VTI Position: Q1 2025 in Review

Smart Money Group sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 14,655 shares — an estimated $4.25M sold.

Smart Money Group first reported a position in VTI in Q4 2019 and held it in 19 quarters. The position peaked at $4.32M in Q2 2023. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Smart Money Group reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Smart Money Group sold 14,655 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $4.25M.
  • Smart Money Group first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 19 quarters.
  • Smart Money Group's Vanguard Total Stock Market ETF position peaked at $4.32M in Q2 2023.
  • 3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Smart Money Group's 13F filing for Q1 2025, filed 28 Apr 2025.