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Spectrum Wealth Counsel’s Vanguard Total Stock Market ETF VTI Stock Holding History

Spectrum Wealth Counsel’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 		$1.27M Buy
4,611
+126
+3% +$36.6K 0.15% 70
2024
Q4 		$1.3M Buy
4,485
+316
+8% +$92.2K 0.15% 74
2024
Q3 		$1.18M Hold
4,169
– – 0.14% 74
2024
Q2 		$1.12M Hold
4,169
– – 0.14% 70
2024
Q1 		$1.08M Buy
4,169
+2,689
+182% +$665K 0.13% 81
2023
Q4 		$351K Buy
+1,480
New +$327K 0.05% 111

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

Spectrum Wealth Counsel's VTI Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Vanguard Total Stock Market ETF (VTI) stake by 2.8% in Q1 2025, buying an estimated $36.6K and bringing the position to 4,611 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #70.

Spectrum Wealth Counsel first reported a position in VTI in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Spectrum Wealth Counsel held 4,611 shares of Vanguard Total Stock Market ETF worth $1.27M as of Q1 2025.
  • Spectrum Wealth Counsel bought 126 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $36.6K.
  • Vanguard Total Stock Market ETF made up 0.15% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #70 holding.
  • Spectrum Wealth Counsel first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Vanguard Total Stock Market ETF position peaked at $1.3M in Q4 2024.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.