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The Family Firm’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

The Family Firm’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
Q2 		– Sell
-6,184
Closed -$1.7M – 201
2025
Q1 		$1.7M Buy
6,184
+19
+0.3% +$5.52K 0.38% 55
2024
Q4 		$1.79M Buy
6,165
+83
+1% +$24.2K 0.4% 55
2024
Q3 		$1.72M Buy
6,082
+18
+0.3% +$4.91K 0.38% 56
2024
Q2 		$1.62M Hold
6,064
– – 0.36% 53
2024
Q1 		$1.58M Buy
6,064
+17
+0.3% +$4.21K 0.38% 52
2023
Q4 		$1.43M Sell
6,047
-412
-6% -$91.1K 0.37% 56
2023
Q3 		$1.37M Buy
6,459
+605
+10% +$134K 0.39% 54
2023
Q2 		$1.29M Buy
5,854
+19
+0.3% +$3.96K 0.34% 59
2023
Q1 		$1.19M Sell
5,835
-746
-11% -$149K 0.33% 60
2022
Q4 		$1.26M Buy
6,581
+638
+11% +$123K 0.37% 60
2022
Q3 		$1.07M Buy
5,943
+360
+6% +$71.8K 0.34% 60
2022
Q2 		$1.05M Buy
5,583
+21
+0.4% +$4.32K 0.31% 63
2022
Q1 		$1.27M Buy
5,562
+17
+0.3% +$3.82K 0.33% 63
2021
Q4 		$1.34M Buy
5,545
+6
+0.1% +$1.42K 0.35% 59
2021
Q3 		$1.3M Sell
5,539
-393
-7% -$89.6K 0.34% 60
2021
Q2 		$1.32M Buy
5,932
+4,327
+270% +$939K 0.36% 58
2021
Q1 		$332K Buy
1,605
+5
+0.3% +$1.01K 0.1% 122
2020
Q4 		$316K Buy
+1,600
New +$292K 0.09% 122
2015
Q4 		– Sell
-22,987
Closed -$2.27M – 108
2015
Q3 		$2.27M Buy
22,987
+357
+2% +$37.5K 1.23% 19
2015
Q2 		$2.42M Buy
22,630
+50
+0.2% +$5.46K 1.25% 18
2015
Q1 		$2.42M Hold
22,580
– – 1.23% 18
2014
Q4 		$2.39M Buy
+22,580
New +$2.34M 1.25% 18

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

The Family Firm's VTI Position: Q2 2025 in Review

The Family Firm sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 6,184 shares — an estimated $1.7M sold.

The Family Firm first reported a position in VTI in Q4 2014 and held it in 22 quarters. The position peaked at $2.42M in Q2 2015. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • The Family Firm reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 6,184 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $1.7M.
  • The Family Firm first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and held it in 22 quarters.
  • The Family Firm's Vanguard Morningstar Total Stock Market ETF position peaked at $2.42M in Q2 2015.
  • 3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.