Weybosset Research & Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Weybosset Research & 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 Q1	–	Sell	-1,225	Closed	-$355K	–	51
2024 Q4	$355K	Hold	1,225	–	–	0.12%	32
2024 Q3	$347K	Hold	1,225	–	–	0.12%	32
2024 Q2	$328K	Hold	1,225	–	–	0.12%	32
2024 Q1	$373	Sell	1,225 -1,150	-48%	-$285K	0.13%	30
2023 Q4	$563K	Hold	2,375	–	–	0.2%	29
2023 Q3	$504K	Hold	2,375	–	–	0.2%	28
2023 Q2	$523K	Buy	2,375 +1,275	+116%	+$266K	0.19%	28
2023 Q1	$225K	Hold	1,100	–	–	0.08%	52
2022 Q4	$210K	Buy	+1,100	New	+$212K	0.08%	53

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

HWM

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

Weybosset Research & Management's VTI Position: Q1 2025 in Review

Weybosset Research & Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 1,225 shares — an estimated $355K sold.

Weybosset Research & Management first reported a position in VTI in Q4 2022 and held it in 9 quarters. The position peaked at $563K in Q4 2023. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Weybosset Research & Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Weybosset Research & Management sold 1,225 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $355K.
Weybosset Research & Management first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and held it in 9 quarters.
Weybosset Research & Management's Vanguard Total Stock Market ETF position peaked at $563K in Q4 2023.
3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Weybosset Research & Management's 13F filing for Q1 2025, filed 9 Apr 2025.