Moulton Wealth Management, Inc Vanguard Total Stock Market Et Transaction History
Moulton Wealth Management, Inc
- $137 Million
- Q3 2025
A detailed history of Moulton Wealth Management, Inc transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 28,438 shares of VTI stock, worth $9.44 Million. This represents 6.79% of its overall portfolio holdings.
Number of Shares
28,438
Previous 36,415
21.91%
Holding current value
$9.44 Million
Previous $11.1 Million
15.68%
% of portfolio
6.79%
Previous 8.41%
Shares
14 transactions
Others Institutions Holding VTI
# of Institutions
3,560Shares Held
681MCall Options Held
1.46MPut Options Held
2.24M-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL150MShares$49.9 Billion64.56% of portfolio
-
Vanguard Group Inc Valley Forge, PA58.8MShares$19.5 Billion0.3% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M045.5MShares$15.1 Billion57.19% of portfolio
-
Betterment LLC New York, NY26.3MShares$8.73 Billion17.02% of portfolio
-
Wealthfront Advisers LLC17.2MShares$5.71 Billion13.7% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity