Trail Ridge Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Trail Ridge Investment Advisors’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	-866	Closed	-$238K	–	107
2025 Q1	$238K	Sell	866 -11,939	-93%	-$3.47M	0.12%	92
2024 Q4	$3.71M	Buy	12,805 +504	+4%	+$147K	1.76%	15
2024 Q3	$3.51M	Sell	12,301 -15,379	-56%	-$4.19M	1.67%	16
2024 Q2	$7.4M	Buy	27,680 +24,909	+899%	+$6.45M	3.83%	6
2024 Q1	$720K	Buy	2,771 +614	+28%	+$152K	0.41%	53
2023 Q4	$512K	Sell	2,157 -3	-0.1%	-$663	0.31%	63
2023 Q3	$459K	Buy	2,160 +336	+18%	+$74.4K	0.31%	67
2023 Q2	$402K	Buy	+1,824	New	+$380K	0.25%	83
2022 Q3	–	Sell	-1,762	Closed	-$332K	–	144
2022 Q2	$332K	Buy	1,762 +292	+20%	+$60K	0.23%	110
2022 Q1	$335K	Buy	+1,470	New	+$331K	0.21%	113

Other funds holding VTI

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Trail Ridge Investment Advisors's VTI Position: Q2 2025 in Review

Trail Ridge Investment Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 866 shares — an estimated $238K sold.

Trail Ridge Investment Advisors first reported a position in VTI in Q1 2022 and held it in 10 quarters. The position peaked at $7.4M in Q2 2024. 3,224 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Trail Ridge Investment Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Trail Ridge Investment Advisors sold 866 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $238K.
Trail Ridge Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and held it in 10 quarters.
Trail Ridge Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $7.4M in Q2 2024.
3,224 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.