VBFG
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Vishria Bird Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Vishria Bird Financial Group’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 		$754K Hold
2,299
– – 0.15% 54
2025
Q2 		$699K Hold
2,299
– – 0.23% 45
2025
Q1 		$632K Buy
2,299
+10
+0.4% +$2.9K 0.21% 44
2024
Q4 		$663K Hold
2,289
– – 0.23% 46
2024
Q3 		$648K Buy
2,289
+165
+8% +$45K 0.25% 45
2024
Q2 		$568K Hold
2,124
– – 0.24% 40
2024
Q1 		$552K Buy
2,124
+848
+66% +$210K 0.24% 43
2023
Q4 		$303K Hold
1,276
– – 0.14% 50
2023
Q3 		$271K Hold
1,276
– – 0.15% 49
2023
Q2 		$281K Hold
1,276
– – 0.17% 46
2023
Q1 		$260K Sell
1,276
-237
-16% -$47.4K 0.17% 46
2022
Q4 		$289K Buy
1,513
+206
+16% +$39.7K 0.2% 46
2022
Q3 		$235K Hold
1,307
– – 0.16% 49
2022
Q2 		$247K Hold
1,307
– – 0.16% 49
2022
Q1 		$298K Hold
1,307
– – 0.16% 48
2021
Q4 		$316K Sell
1,307
-181
-12% -$42.7K 0.15% 54
2021
Q3 		$330K Hold
1,488
– – 0.17% 47
2021
Q2 		$332K Sell
1,488
-13
-0.9% -$2.82K 0.16% 46
2021
Q1 		$310K Sell
1,501
-49
-3% -$9.91K 0.17% 44
2020
Q4 		$302K Hold
1,550
– – 0.17% 39
2020
Q3 		$264K Hold
1,550
– – 0.17% 41
2020
Q2 		$243K Sell
1,550
-271
-15% -$40K 0.19% 36
2020
Q1 		$235K Buy
1,821
+18
+1% +$2.78K 0.25% 36
2019
Q4 		$295K Sell
1,803
-325
-15% -$50.9K 0.29% 33
2019
Q3 		$321K Buy
2,128
+253
+13% +$38.1K 0.37% 32
2019
Q2 		$281K Hold
1,875
– – 0.28% 38
2019
Q1 		$271K Hold
1,875
– – 0.27% 39
2018
Q4 		$239K Hold
1,875
– – 0.26% 41
2018
Q3 		$281K Hold
1,875
– – 0.24% 37
2018
Q2 		$263K Buy
+1,875
New +$262K 0.24% 37

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Vishria Bird Financial Group's VTI Position: Q3 2025 in Review

Vishria Bird Financial Group held its Vanguard Total Stock Market ETF (VTI) position steady in Q3 2025 at 2,299 shares worth $754K. The position accounts for 0.15% of the portfolio, ranked #54.

Vishria Bird Financial Group first reported a position in VTI in Q2 2018 and has held it in 30 quarters since. 3,245 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Vishria Bird Financial Group held 2,299 shares of Vanguard Total Stock Market ETF worth $754K as of Q3 2025.
  • Vishria Bird Financial Group left its Vanguard Total Stock Market ETF share count unchanged in Q3 2025.
  • Vanguard Total Stock Market ETF made up 0.15% of Vishria Bird Financial Group's portfolio in Q3 2025, its #54 holding.
  • Vishria Bird Financial Group first reported a position in Vanguard Total Stock Market ETF in Q2 2018 and has held it in 30 quarters since.
  • 3,245 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.