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Wealthstream Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealthstream Advisors’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 		$6.32M Buy
19,267
+8
+0% +$2.53K 0.96% 13
2025
Q2 		$5.85M Sell
19,259
-738
-4% -$208K 0.97% 12
2025
Q1 		$5.5M Buy
19,997
+214
+1% +$62.2K 1.03% 11
2024
Q4 		$5.73M Sell
19,783
-82
-0.4% -$23.9K 1.06% 11
2024
Q3 		$5.62M Buy
19,865
+1,523
+8% +$415K 1.02% 12
2024
Q2 		$4.91M Sell
18,342
-50
-0.3% -$12.9K 1.8% 11
2024
Q1 		$4.78M Buy
18,392
+830
+5% +$205K 1.81% 11
2023
Q4 		$4.17M Sell
17,562
-842
-5% -$186K 1.72% 11
2023
Q3 		$3.91M Buy
18,404
+811
+5% +$180K 2.02% 10
2023
Q2 		$3.88M Buy
17,593
+8
+0% +$1.67K 2.03% 11
2023
Q1 		$3.59M Buy
17,585
+156
+0.9% +$31.2K 2.14% 11
2022
Q4 		$3.33M Buy
17,429
+4,384
+34% +$845K 2.17% 11
2022
Q3 		$2.34M Buy
13,045
+222
+2% +$44.2K 2.52% 7
2022
Q2 		$2.42M Buy
12,823
+3
+0% +$616 2.44% 7
2022
Q1 		$2.92M Buy
12,820
+207
+2% +$46.6K 2.55% 6
2021
Q4 		$3.04M Buy
+12,613
New +$2.98M 2.6% 6

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 $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wealthstream Advisors's VTI Position: Q3 2025 in Review

Wealthstream Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.04% in Q3 2025, buying an estimated $2.53K and bringing the position to 19,267 shares worth $6.32M. The position accounts for 0.96% of the portfolio, ranked #13.

Wealthstream Advisors first reported a position in VTI in Q4 2021 and has held it in 16 quarters since. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Wealthstream Advisors held 19,267 shares of Vanguard Morningstar Total Stock Market ETF worth $6.32M as of Q3 2025.
  • Wealthstream Advisors bought 8 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $2.53K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.96% of Wealthstream Advisors's portfolio in Q3 2025, its #13 holding.
  • Wealthstream Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 16 quarters since.
  • 3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.