Y-Intercept (HK)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Y-Intercept (HK)’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	-880	Closed	-$242K	–	2058
2025 Q1	$242K	Sell	880 -1,163	-57%	-$338K	0.02%	982
2024 Q4	$592K	Buy	+2,043	New	+$596K	0.04%	648
2023 Q3	–	Sell	-3,140	Closed	-$692K	–	1657
2023 Q2	$692K	Buy	+3,140	New	+$655K	0.07%	427
2022 Q4	–	Sell	-8,020	Closed	-$1.44M	–	1387
2022 Q3	$1.44M	Buy	8,020 +3,858	+93%	+$769K	0.14%	212
2022 Q2	$785K	Buy	+4,162	New	+$855K	0.1%	285
2021 Q4	–	Sell	-1,288	Closed	-$286K	–	909
2021 Q3	$286K	Buy	+1,288	New	+$294K	0.05%	479

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

Y-Intercept (HK)'s VTI Position: Q2 2025 in Review

Y-Intercept (HK) sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 880 shares — an estimated $242K sold.

Y-Intercept (HK) first reported a position in VTI in Q3 2021 and held it in 6 quarters. The position peaked at $1.44M in Q3 2022. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Y-Intercept (HK) reported no remaining Vanguard Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Y-Intercept (HK) sold 880 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $242K.
Y-Intercept (HK) first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and held it in 6 quarters.
Y-Intercept (HK)'s Vanguard Total Stock Market ETF position peaked at $1.44M in Q3 2022.
3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Y-Intercept (HK)'s 13F filing for Q2 2025, filed 1 Aug 2025.