UWM
VTI icon

USAdvisors Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

USAdvisors 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
Q4 		– Sell
-789
Closed -$258K – 143
2025
Q3 		$258K Buy
+789
New +$249K 0.09% 108

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

USAdvisors Wealth Management's VTI Position: Q4 2025 in Review

USAdvisors Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 789 shares — an estimated $258K sold.

USAdvisors Wealth Management first reported a position in VTI in Q3 2025 and held it in 1 quarter. The position peaked at $258K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • USAdvisors Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 789 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $258K.
  • USAdvisors Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and held it in 1 quarter.
  • USAdvisors Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $258K in Q3 2025.
  • 3,578 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on USAdvisors Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.