UOMF
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University of Massachusetts Foundation’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

University of Massachusetts Foundation’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 		– Sell
-242,779
Closed -$73.8M – 4
2025
Q2 		$73.8M Hold
242,779
– – 37.15% 1
2025
Q1 		$66.7M Sell
242,779
-16,932
-7% -$4.92M 37.42% 1
2024
Q4 		$75.3M Sell
259,711
-153,644
-37% -$44.8M 40.48% 1
2024
Q3 		$117M Sell
413,355
-70,615
-15% -$19.3M 50.2% 1
2024
Q2 		$130M Sell
483,970
-19,459
-4% -$5.04M 54.38% 1
2024
Q1 		$131M Hold
503,429
– – 54.44% 1
2023
Q4 		$119M Hold
503,429
– – 52.86% 1
2023
Q3 		$107M Hold
503,429
– – 52.28% 1
2023
Q2 		$111M Buy
503,429
+171,674
+52% +$35.8M 52.21% 1
2023
Q1 		$67.7M Buy
331,755
+49,891
+18% +$9.99M 39.55% 1
2022
Q4 		$53.9M Hold
281,864
– – 38.09% 1
2022
Q3 		$50.6M Buy
281,864
+83,064
+42% +$16.6M 38.91% 1
2022
Q2 		$37.5M Buy
198,800
+106,168
+115% +$21.8M 32.14% 1
2022
Q1 		$21.1M Buy
92,632
+286
+0.3% +$64.3K 19.17% 3
2021
Q4 		$22.3M Buy
92,346
+325
+0.4% +$76.7K 18.6% 3
2021
Q3 		$20.4M Buy
92,021
+294
+0.3% +$67K 17.94% 3
2021
Q2 		$20.4M Hold
91,727
– – 17.57% 3
2021
Q1 		$19M Sell
91,727
-14,597
-14% -$2.95M 25.17% 3
2020
Q4 		$20.7M Hold
106,324
– – 21.02% 3
2020
Q3 		$18.1M Sell
106,324
-102,874
-49% -$17.3M 17.6% 3
2020
Q2 		$32.7M Sell
209,198
-274,305
-57% -$40.5M 29.21% 2
2020
Q1 		$62.3M Buy
483,503
+76,508
+19% +$11.8M 31.75% 1
2019
Q4 		$66.6M Buy
+406,995
New +$63.8M 44.41% 1

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 $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

University of Massachusetts Foundation's VTI Position: Q3 2025 in Review

University of Massachusetts Foundation sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 242,779 shares — an estimated $73.8M sold.

University of Massachusetts Foundation first reported a position in VTI in Q4 2019 and held it in 23 quarters. The position peaked at $131M in Q1 2024. 3,253 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • University of Massachusetts Foundation reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • University of Massachusetts Foundation sold 242,779 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $73.8M.
  • University of Massachusetts Foundation first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and held it in 23 quarters.
  • University of Massachusetts Foundation's Vanguard Morningstar Total Stock Market ETF position peaked at $131M in Q1 2024.
  • 3,253 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on University of Massachusetts Foundation's 13F filing for Q3 2025.