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Vantage Financial Partners (Wisconsin)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$1.71M Buy
5,108
+187
+4% +$62.2K 0.35% 49
2025
Q3 		$1.61M Sell
4,921
-584
-11% -$184K 0.34% 47
2025
Q2 		$1.67M Buy
5,505
+98
+2% +$27.6K 0.39% 44
2025
Q1 		$1.49M Sell
5,407
-40
-0.7% -$11.6K 0.37% 38
2024
Q4 		$1.58M Buy
5,447
+48
+0.9% +$14K 0.39% 38
2024
Q3 		$1.53M Sell
5,399
-358
-6% -$97.6K 0.38% 36
2024
Q2 		$1.54M Sell
5,757
-778
-12% -$201K 0.4% 30
2024
Q1 		$1.7M Sell
6,535
-27
-0.4% -$6.68K 0.46% 33
2023
Q4 		$1.56M Buy
6,562
+330
+5% +$73K 0.46% 32
2023
Q3 		$1.32M Sell
6,232
-59
-0.9% -$13.1K 0.52% 26
2023
Q2 		$1.39M Buy
6,291
+105
+2% +$21.9K 0.52% 24
2023
Q1 		$1.26M Sell
6,186
-11
-0.2% -$2.2K 0.5% 26
2022
Q4 		$1.18M Buy
6,197
+205
+3% +$39.5K 0.71% 16
2022
Q3 		$1.07M Sell
5,992
-143
-2% -$28.5K 0.72% 18
2022
Q2 		$1.16M Buy
6,135
+55
+0.9% +$11.3K 0.68% 12
2022
Q1 		$1.38M Sell
6,080
-70
-1% -$15.7K 0.71% 12
2021
Q4 		$1.49M Buy
+6,150
New +$1.45M 0.58% 17

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 $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

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

Vantage Financial Partners (Wisconsin) increased its Vanguard Total Stock Market ETF (VTI) stake by 3.8% in Q4 2025, buying an estimated $62.2K and bringing the position to 5,108 shares worth $1.71M. The position accounts for 0.35% of the portfolio, ranked #49.

Vantage Financial Partners (Wisconsin) first reported a position in VTI in Q4 2021 and has held it in 17 quarters since. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 5,108 shares of Vanguard Total Stock Market ETF worth $1.71M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 187 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $62.2K.
  • Vanguard Total Stock Market ETF made up 0.35% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #49 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • 3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

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