Stuart Chaussee & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-556	Closed	-$183K	–	151
2025 Q3	$183K	Hold	556	–	–	0.04%	50
2025 Q2	$169K	Hold	556	–	–	0.04%	50
2025 Q1	$153K	Hold	556	–	–	0.04%	43
2024 Q4	$161K	Hold	556	–	–	0.04%	39
2024 Q3	$157K	Hold	556	–	–	0.04%	36
2024 Q2	$149K	Buy	556 +75	+16%	+$19.4K	0.04%	35
2024 Q1	$125K	Buy	481 +181	+60%	+$44.8K	0.04%	39
2023 Q4	$71.2K	Hold	300	–	–	0.02%	48
2023 Q3	$63.7K	Hold	300	–	–	0.02%	39
2023 Q2	$66.1K	Buy	+300	New	+$62.6K	0.02%	41
2017 Q1	–	Sell	-1,405	Closed	-$162K	–	86
2016 Q4	$162K	Buy	+1,405	New	+$158K	0.13%	18

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stuart Chaussee & Associates's VTI Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 556 shares — an estimated $183K sold.

Stuart Chaussee & Associates first reported a position in VTI in Q4 2016 and held it in 11 quarters. The position peaked at $183K in Q3 2025. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Vanguard Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 556 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $183K.
Stuart Chaussee & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and held it in 11 quarters.
Stuart Chaussee & Associates's Vanguard Total Stock Market ETF position peaked at $183K in Q3 2025.
3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.