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Stonegate Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Stonegate Investment 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
Q3 		$3.96M Buy
12,058
+20
+0.2% +$6.32K 0.09% 93
2025
Q2 		$3.66M Buy
12,038
+44
+0.4% +$12.4K 0.09% 91
2025
Q1 		$3.3M Sell
11,994
-1,179
-9% -$343K 0.09% 89
2024
Q4 		$3.82M Hold
13,173
– – 0.1% 81
2024
Q3 		$3.73M Sell
13,173
-4,773
-27% -$1.3M 0.1% 85
2024
Q2 		$4.8M Sell
17,946
-624
-3% -$162K 0.14% 72
2024
Q1 		$4.83M Sell
18,570
-107
-0.6% -$26.5K 0.15% 72
2023
Q4 		$4.43M Sell
18,677
-223
-1% -$49.3K 0.15% 68
2023
Q3 		$4.01M Sell
18,900
-55
-0.3% -$12.2K 0.15% 70
2023
Q2 		$4.18M Buy
18,955
+383
+2% +$79.9K 0.15% 72
2023
Q1 		$3.79M Sell
18,572
-336
-2% -$67.3K 0.14% 75
2022
Q4 		$3.62M Buy
18,908
+106
+0.6% +$20.4K 0.16% 74
2022
Q3 		$3.37M Sell
18,802
-84
-0.4% -$16.7K 0.15% 82
2022
Q2 		$3.56M Buy
18,886
+8,426
+81% +$1.73M 0.16% 80
2022
Q1 		$2.38M Buy
10,460
+622
+6% +$140K 0.08% 90
2021
Q4 		$2.38M Buy
+9,838
New +$2.32M 0.1% 94

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

Stonegate Investment Group's VTI Position: Q3 2025 in Review

Stonegate Investment Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.17% in Q3 2025, buying an estimated $6.32K and bringing the position to 12,058 shares worth $3.96M. The position accounts for 0.09% of the portfolio, ranked #93.

Stonegate Investment Group first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.83M in Q1 2024. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Stonegate Investment Group held 12,058 shares of Vanguard Total Stock Market ETF worth $3.96M as of Q3 2025.
  • Stonegate Investment Group bought 20 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $6.32K.
  • Vanguard Total Stock Market ETF made up 0.09% of Stonegate Investment Group's portfolio in Q3 2025, its #93 holding.
  • Stonegate Investment Group first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Vanguard Total Stock Market ETF position peaked at $4.83M in Q1 2024.
  • 3,247 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.