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Vantage Financial Partners (Wisconsin)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$64.6M Buy
434,352
+224
+0.1% +$33.1K 13.11% 1
2025
Q3 		$63.2M Buy
434,128
+2,694
+0.6% +$378K 13.32% 1
2025
Q2 		$58.3M Sell
431,434
-5,788
-1% -$722K 13.45% 1
2025
Q1 		$53.3M Buy
437,222
+1,958
+0.4% +$252K 13.26% 1
2024
Q4 		$56M Buy
435,264
+8,816
+2% +$1.14M 14.01% 1
2024
Q3 		$53.6M Sell
426,448
-7,061
-2% -$855K 13.29% 1
2024
Q2 		$51.5M Buy
433,509
+14,786
+4% +$1.7M 13.37% 1
2024
Q1 		$48.3M Buy
418,723
+4,396
+1% +$482K 12.99% 1
2023
Q4 		$43.6M Sell
414,327
-36,062
-8% -$3.53M 12.81% 1
2023
Q3 		$42.4M Sell
450,389
-44,677
-9% -$4.39M 16.67% 1
2023
Q2 		$48.4M Buy
495,066
+11,980
+2% +$1.11M 18.11% 1
2023
Q1 		$43.7M Buy
483,086
+29,547
+7% +$2.62M 17.38% 1
2022
Q4 		$38.5M Buy
453,539
+54,383
+14% +$4.64M 22.9% 1
2022
Q3 		$31.7M Buy
399,156
+389,678
+4,111% +$34.5M 21.39% 1
2022
Q2 		$794K Sell
9,478
-525
-5% -$47.8K 0.47% 16
2022
Q1 		$1.01M Buy
10,003
+430
+4% +$42.9K 0.52% 14
2021
Q4 		$1.02M Buy
+9,573
New +$1M 0.4% 20

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s ITOT Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.05% in Q4 2025, buying an estimated $33.1K and bringing the position to 434,352 shares worth $64.6M. The position accounts for 13.11% of the portfolio, ranked #1.

Vantage Financial Partners (Wisconsin) first reported a position in ITOT in Q4 2021 and has held it in 17 quarters since. 1,640 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 434,352 shares of iShares Core S&P Total US Stock Market ETF worth $64.6M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 224 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $33.1K.
  • iShares Core S&P Total US Stock Market ETF made up 13.11% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #1 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.