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Smith Anglin Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Smith Anglin Financial’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 		– Sell
-876
Closed -$241K – 228
2025
Q1 		$241K Buy
876
+53
+6% +$15.4K 0.03% 179
2024
Q4 		$239K Buy
+823
New +$240K 0.02% 177
2021
Q1 		– Sell
-3,890
Closed -$757K – 147
2020
Q4 		$757K Buy
+3,890
New +$711K 0.14% 58

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AF
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

Smith Anglin Financial's VTI Position: Q2 2025 in Review

Smith Anglin Financial sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 876 shares — an estimated $241K sold.

Smith Anglin Financial first reported a position in VTI in Q4 2020 and held it in 3 quarters. The position peaked at $757K in Q4 2020. 3,223 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Smith Anglin Financial reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Smith Anglin Financial sold 876 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $241K.
  • Smith Anglin Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 3 quarters.
  • Smith Anglin Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $757K in Q4 2020.
  • 3,223 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.