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Tyler-Stone Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Tyler-Stone Wealth Management’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 		$6.77M Sell
22,285
-780
-3% -$219K 1.09% 20
2025
Q1 		$6.34M Buy
23,065
+917
+4% +$266K 1.14% 20
2024
Q4 		$6.42M Sell
22,148
-839
-4% -$245K 1.14% 17
2024
Q3 		$6.51M Buy
22,987
+12,767
+125% +$3.48M 1.23% 17
2024
Q2 		$2.73M Buy
10,220
+1,269
+14% +$328K 1.12% 17
2024
Q1 		$2.33M Buy
8,951
+499
+6% +$123K 1.03% 20
2023
Q4 		$2M Buy
8,452
+358
+4% +$79.1K 1% 22
2023
Q3 		$1.72M Sell
8,094
-102
-1% -$22.6K 0.98% 25
2023
Q2 		$1.81M Buy
+8,196
New +$1.71M 1.02% 22
2022
Q4 		$1.64M Sell
8,567
-79
-0.9% -$15.2K 1.11% 20
2022
Q3 		$1.55M Buy
8,646
+210
+2% +$41.9K 1.18% 19
2022
Q2 		$1.59M Buy
8,436
+392
+5% +$80.5K 1.06% 23
2022
Q1 		$1.83M Sell
8,044
-68
-0.8% -$15.3K 1.01% 23
2021
Q4 		$1.96M Buy
+8,112
New +$1.92M 1.04% 22

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 $11.5B AUM 18.72% 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 $15.5B AUM 18.35% 1-Year Est. Return

Tyler-Stone Wealth Management's VTI Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.4% in Q2 2025, selling an estimated $219K and leaving 22,285 shares worth $6.77M. The position accounts for 1.09% of the portfolio, ranked #20.

Tyler-Stone Wealth Management first reported a position in VTI in Q4 2021 and has held it in 14 quarters since. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Tyler-Stone Wealth Management held 22,285 shares of Vanguard Total Stock Market ETF worth $6.77M as of Q2 2025.
  • Tyler-Stone Wealth Management sold 780 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $219K.
  • Vanguard Total Stock Market ETF made up 1.09% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #20 holding.
  • Tyler-Stone Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 14 quarters since.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.