Wellington Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wellington Capital Management’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	$2.23M	Buy	+7,346	New	+$2.07M	3.33%	6

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Wellington Capital Management's VTI Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Vanguard Total Stock Market ETF (VTI) in Q2 2025: 7,346 shares worth $2.23M. The stake represents 3.33% of the portfolio and ranks #6 among its holdings.

3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Wellington Capital Management held 7,346 shares of Vanguard Total Stock Market ETF worth $2.23M as of Q2 2025.
Vanguard Total Stock Market ETF was a new Wellington Capital Management position in Q2 2025.
Vanguard Total Stock Market ETF made up 3.33% of Wellington Capital Management's portfolio in Q2 2025, its #6 holding.
3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.