ASI
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Advisory Services & Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Advisory Services & Investments’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
2024
Q1 		– Sell
-1,063
Closed -$252K – 37
2023
Q4 		$252K Buy
+1,063
New +$235K 0.19% 29

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 $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WealthNavi Inc
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

Advisory Services & Investments's VTI Position: Q1 2024 in Review

Advisory Services & Investments sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 1,063 shares — an estimated $252K sold.

Advisory Services & Investments first reported a position in VTI in Q4 2023 and held it in 1 quarter. The position peaked at $252K in Q4 2023. 2,739 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

  • Advisory Services & Investments reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services & Investments sold 1,063 Vanguard Morningstar Total Stock Market ETF shares in Q1 2024, an estimated $252K.
  • Advisory Services & Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 1 quarter.
  • Advisory Services & Investments's Vanguard Morningstar Total Stock Market ETF position peaked at $252K in Q4 2023.
  • 2,739 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2024.

Based on Advisory Services & Investments's 13F filing for Q1 2024, filed 18 Apr 2024.