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

Wells Financial 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	–	Sell	-112	Closed	-$34K	–	76
2025 Q2	$34K	Hold	112	–	–	0.05%	63
2025 Q1	$30.8K	Hold	112	–	–	0.04%	63
2024 Q4	$32.5K	Hold	112	–	–	0.04%	65
2024 Q3	$31.8K	Hold	112	–	–	0.04%	63
2024 Q2	$30K	Hold	112	–	–	0.02%	71
2024 Q1	$29.1K	Hold	112	–	–	0.02%	60
2023 Q4	$26.6K	Hold	112	–	–	0.02%	57
2023 Q3	$23.8K	Hold	112	–	–	0.02%	57
2023 Q2	$24.7K	Hold	112	–	–	0.02%	57
2023 Q1	$22.9K	Hold	112	–	–	0.02%	56
2022 Q4	$21.4K	Hold	112	–	–	0.02%	55
2022 Q3	$20K	Hold	112	–	–	0.02%	58
2022 Q2	$21K	Hold	112	–	–	0.02%	50
2022 Q1	$25K	Hold	112	–	–	0.02%	51
2021 Q4	$27K	Hold	112	–	–	0.02%	57
2021 Q3	$25K	Hold	112	–	–	0.02%	56
2021 Q2	$25K	Hold	112	–	–	0.02%	57
2021 Q1	$23K	Hold	112	–	–	0.02%	55
2020 Q4	$22K	Buy	+112	New	+$20.5K	0.02%	53

Other funds holding VTI

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Wells Financial Advisors's VTI Position: Q3 2025 in Review

Wells Financial Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 112 shares — an estimated $34K sold.

Wells Financial Advisors first reported a position in VTI in Q4 2020 and held it in 19 quarters. The position peaked at $34K in Q2 2025. 3,257 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

Wells Financial Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Wells Financial Advisors sold 112 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $34K.
Wells Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 19 quarters.
Wells Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $34K in Q2 2025.
3,257 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Wells Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.