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WFA Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WFA Asset 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 		– Sell
-42
Closed -$10.9K – 240
2025
Q1 		$10.9K Buy
+42
New +$12.2K 0.01% 183
2024
Q2 		– Sell
-42
Closed -$10.9K – 241
2024
Q1 		$10.9K Buy
+42
New +$10.4K 0.01% 184
2023
Q4 		– Sell
-87
Closed -$18.5K – 257
2023
Q3 		$18.5K Hold
87
– – 0.01% 147
2023
Q2 		$19.2K Buy
+87
New +$18.1K 0.01% 153

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

WFA Asset Management's VTI Position: Q2 2025 in Review

WFA Asset Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 42 shares — an estimated $10.9K sold.

WFA Asset Management first reported a position in VTI in Q2 2023 and held it in 4 quarters. The position peaked at $19.2K in Q2 2023. 3,223 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • WFA Asset Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • WFA Asset Management sold 42 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $10.9K.
  • WFA Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and held it in 4 quarters.
  • WFA Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $19.2K in Q2 2023.
  • 3,223 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on WFA Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.