US Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

US Financial 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 Q1	$1.53M	Hold	5,584	–	–	0.45%	35
2024 Q4	$1.62M	Buy	5,584 +3,610	+183%	+$1.05M	0.5%	33
2024 Q3	$559K	Hold	1,974	–	–	0.17%	50
2024 Q2	$528K	Buy	+1,974	New	+$511K	0.18%	53
2021 Q2	–	Sell	-15,006	Closed	-$3.1M	–	131
2021 Q1	$3.1M	Buy	15,006 +2,565	+21%	+$519K	0.86%	27
2020 Q4	$2.42M	Buy	+12,441	New	+$2.27M	0.73%	31
2016 Q1	–	Sell	-18,397	Closed	-$1.92M	–	614
2015 Q4	$1.92M	Hold	18,397	–	–	1.82%	15
2015 Q3	$1.82M	Buy	18,397 +1,861	+11%	+$195K	3.02%	7
2015 Q2	$1.77M	Sell	16,536 -1,436	-8%	-$157K	1.67%	15
2015 Q1	$1.93M	Sell	17,972 -6,077	-25%	-$649K	1.75%	14
2014 Q4	$2.55M	Buy	+24,049	New	+$2.49M	2.28%	13

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

HWM

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

US Financial Advisors's VTI Position: Q1 2025 in Review

US Financial Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2025 at 5,584 shares worth $1.53M. The position accounts for 0.45% of the portfolio, ranked #35.

US Financial Advisors first reported a position in VTI in Q4 2014 and has held it in 11 quarters since. The position peaked at $3.1M in Q1 2021. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

US Financial Advisors held 5,584 shares of Vanguard Morningstar Total Stock Market ETF worth $1.53M as of Q1 2025.
US Financial Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of US Financial Advisors's portfolio in Q1 2025, its #35 holding.
US Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 11 quarters since.
US Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.1M in Q1 2021.
3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.