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Wealthspan Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealthspan Partners’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
Q2 		– Sell
-1,328
Closed -$365K – 124
2025
Q1 		$365K Sell
1,328
-2
-0.2% -$581 0.17% 81
2024
Q4 		$385K Buy
+1,330
New +$388K 0.18% 77

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wealthspan Partners's VTI Position: Q2 2025 in Review

Wealthspan Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 1,328 shares — an estimated $365K sold.

Wealthspan Partners first reported a position in VTI in Q4 2024 and held it in 2 quarters. The position peaked at $385K in Q4 2024. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Wealthspan Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Wealthspan Partners sold 1,328 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $365K.
  • Wealthspan Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 2 quarters.
  • Wealthspan Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $385K in Q4 2024.
  • 3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Wealthspan Partners's 13F filing for Q2 2025, filed 28 Jul 2025.