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

SMART Wealth’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
-724
Closed -$210K – 171
2024
Q4 		$210K Buy
+724
New +$211K 0.07% 137
2024
Q2 		– Sell
-1,397
Closed -$363K – 129
2024
Q1 		$363K Buy
+1,397
New +$346K 0.16% 82

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 $34.6B AUM 29.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

SMART Wealth's VTI Position: Q1 2025 in Review

SMART Wealth sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 724 shares — an estimated $210K sold.

SMART Wealth first reported a position in VTI in Q1 2024 and held it in 2 quarters. The position peaked at $363K in Q1 2024. 3,162 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • SMART Wealth reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • SMART Wealth sold 724 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $210K.
  • SMART Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and held it in 2 quarters.
  • SMART Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $363K in Q1 2024.
  • 3,162 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on SMART Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.