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WESPAC Advisors SoCal’s Vanguard Total Stock Market ETF VTI Stock Holding History

WESPAC Advisors SoCal’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
Q1 		– Sell
-901
Closed -$261K – 113
2024
Q4 		$261K Hold
901
– – 0.06% 94
2024
Q3 		$255K Buy
+901
New +$246K 0.06% 92
2019
Q2 		– Sell
-165
Closed -$23K – 307
2019
Q1 		$23K Buy
+165
New +$23K 0.01% 163
2018
Q2 		– Sell
-655
Closed -$88K – 245
2018
Q1 		$88K Hold
655
– – 0.05% 98
2017
Q4 		$89K Hold
655
– – 0.05% 104
2017
Q3 		$84K Hold
655
– – 0.05% 108
2017
Q2 		$81K Buy
+655
New +$80.7K 0.05% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

WESPAC Advisors SoCal's VTI Position: Q1 2025 in Review

WESPAC Advisors SoCal sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 901 shares — an estimated $261K sold.

WESPAC Advisors SoCal first reported a position in VTI in Q2 2017 and held it in 7 quarters. The position peaked at $261K in Q4 2024. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • WESPAC Advisors SoCal reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 901 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $261K.
  • WESPAC Advisors SoCal first reported a position in Vanguard Total Stock Market ETF in Q2 2017 and held it in 7 quarters.
  • WESPAC Advisors SoCal's Vanguard Total Stock Market ETF position peaked at $261K in Q4 2024.
  • 3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2025, filed 6 May 2025.