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Watts Gwilliam & Co’s Vanguard Total Stock Market ETF VTI Stock Holding History

Watts Gwilliam & Co’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 		$248K Hold
754
– – 0.04% 192
2025
Q2 		$247K Hold
754
– – 0.04% 191
2025
Q1 		$207K Hold
754
– – 0.04% 198
2024
Q4 		$220K Hold
754
– – 0.05% 190
2024
Q3 		$213K Buy
+754
New +$206K 0.05% 188

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 $11.5B AUM 18.72% 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

Watts Gwilliam & Co's VTI Position: Q3 2025 in Review

Watts Gwilliam & Co held its Vanguard Total Stock Market ETF (VTI) position steady in Q3 2025 at 754 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #192.

Watts Gwilliam & Co first reported a position in VTI in Q3 2024 and has held it in 5 quarters since. 3,245 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Watts Gwilliam & Co held 754 shares of Vanguard Total Stock Market ETF worth $248K as of Q3 2025.
  • Watts Gwilliam & Co left its Vanguard Total Stock Market ETF share count unchanged in Q3 2025.
  • Vanguard Total Stock Market ETF made up 0.04% of Watts Gwilliam & Co's portfolio in Q3 2025, its #192 holding.
  • Watts Gwilliam & Co first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 5 quarters since.
  • 3,245 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.