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BOLTON SECURITIES CORPORATION’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.77M Buy
+5,386
New +$1.7M 0.08% 263
2025
Q1 		$1.36M Buy
+4,966
New +$1.44M 0.08% 268

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 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 $52.7B AUM 16.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $468B AUM 17.69% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VTI Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025: 5,386 shares worth $1.77M. The stake represents 0.08% of the portfolio and ranks #263 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in VTI as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in VTI in Q1 2025 and has held it in 2 quarters since. 3,265 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 5,386 shares of Vanguard Morningstar Total Stock Market ETF worth $1.77M as of Q3 2025.
  • Vanguard Morningstar Total Stock Market ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #263 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 2 quarters since.
  • 3,265 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.