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SPC Financial Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History

SPC Financial Inc’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
Q3 		$1.98M Sell
6,036
-1,192
-16% -$377K 0.15% 81
2025
Q2 		$2.2M Sell
7,228
-110
-1% -$30.9K 0.18% 75
2025
Q1 		$2.02M Buy
7,338
+17
+0.2% +$4.94K 0.18% 79
2024
Q4 		$2.12M Buy
7,321
+300
+4% +$87.5K 0.19% 79
2024
Q3 		$1.99M Buy
7,021
+493
+8% +$134K 0.18% 80
2024
Q2 		$1.75M Buy
6,528
+1,370
+27% +$355K 0.16% 80
2024
Q1 		$1.34M Hold
5,158
– – 0.13% 93
2023
Q4 		$1.22M Sell
5,158
-9
-0.2% -$1.99K 0.12% 90
2023
Q3 		$1.1M Buy
5,167
+9
+0.2% +$1.99K 0.12% 87
2023
Q2 		$1.14M Buy
5,158
+3,103
+151% +$647K 0.12% 87
2023
Q1 		$419K Buy
2,055
+246
+14% +$49.2K 0.05% 143
2022
Q4 		$346K Buy
1,809
+225
+14% +$43.4K 0.04% 151
2022
Q3 		$284K Sell
1,584
-16
-1% -$3.19K 0.04% 157
2022
Q2 		$302K Sell
1,600
-272
-15% -$55.9K 0.04% 162
2022
Q1 		$426K Buy
1,872
+198
+12% +$44.5K 0.05% 137
2021
Q4 		$404K Hold
1,674
– – 0.05% 138
2021
Q3 		$372K Hold
1,674
– – 0.05% 132
2021
Q2 		$373K Hold
1,674
– – 0.05% 130
2021
Q1 		$346K Buy
1,674
+350
+26% +$70.8K 0.05% 129
2020
Q4 		$258K Hold
1,324
– – 0.04% 140
2020
Q3 		$225K Hold
1,324
– – 0.04% 133
2020
Q2 		$207K Buy
+1,324
New +$195K 0.04% 130
2020
Q1 		– Sell
-1,355
Closed -$222K – 153
2019
Q4 		$222K Buy
+1,355
New +$212K 0.04% 134
2018
Q4 		– Sell
-1,724
Closed -$258K – 140
2018
Q3 		$258K Buy
+1,724
New +$254K 0.05% 119

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

SPC Financial Inc's VTI Position: Q3 2025 in Review

SPC Financial Inc reduced its Vanguard Total Stock Market ETF (VTI) stake by 16% in Q3 2025, selling an estimated $377K and leaving 6,036 shares worth $1.98M. The position accounts for 0.15% of the portfolio, ranked #81.

SPC Financial Inc first reported a position in VTI in Q3 2018 and has held it in 24 quarters since. The position peaked at $2.2M in Q2 2025. 3,246 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • SPC Financial Inc held 6,036 shares of Vanguard Total Stock Market ETF worth $1.98M as of Q3 2025.
  • SPC Financial Inc sold 1,192 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $377K.
  • Vanguard Total Stock Market ETF made up 0.15% of SPC Financial Inc's portfolio in Q3 2025, its #81 holding.
  • SPC Financial Inc first reported a position in Vanguard Total Stock Market ETF in Q3 2018 and has held it in 24 quarters since.
  • SPC Financial Inc's Vanguard Total Stock Market ETF position peaked at $2.2M in Q2 2025.
  • 3,246 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.