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Stiles Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Stiles Financial Services’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
-1,693
Closed -$490K – 185
2024
Q4 		$490K Buy
1,693
+13
+0.8% +$3.79K 0.18% 118
2024
Q3 		$476K Sell
1,680
-54
-3% -$14.7K 0.17% 117
2024
Q2 		$464K Buy
+1,734
New +$449K 0.18% 109

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

Stiles Financial Services's VTI Position: Q1 2025 in Review

Stiles Financial Services sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 1,693 shares — an estimated $490K sold.

Stiles Financial Services first reported a position in VTI in Q2 2024 and held it in 3 quarters. The position peaked at $490K in Q4 2024. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Stiles Financial Services reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Stiles Financial Services sold 1,693 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $490K.
  • Stiles Financial Services first reported a position in Vanguard Total Stock Market ETF in Q2 2024 and held it in 3 quarters.
  • Stiles Financial Services's Vanguard Total Stock Market ETF position peaked at $490K in Q4 2024.
  • 3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Stiles Financial Services's 13F filing for Q1 2025, filed 22 Apr 2025.