SFSG
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Sound Financial Strategies Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sound Financial Strategies 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
-521
Closed -$151K – 109
2024
Q4 		$151K Buy
+521
New +$152K 0.13% 85

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

Sound Financial Strategies Group's VTI Position: Q1 2025 in Review

Sound Financial Strategies Group sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 521 shares — an estimated $151K sold.

Sound Financial Strategies Group first reported a position in VTI in Q4 2024 and held it in 1 quarter. The position peaked at $151K in Q4 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Sound Financial Strategies Group reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 521 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $151K.
  • Sound Financial Strategies Group first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and held it in 1 quarter.
  • Sound Financial Strategies Group's Vanguard Total Stock Market ETF position peaked at $151K in Q4 2024.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Sound Financial Strategies Group's 13F filing for Q1 2025, filed 9 May 2025.