AIA
VTI icon

Alera Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Alera Investment Advisors’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
Q3 		$679K Buy
2,397
+295
+14% +$80.5K 0.08% 104
2024
Q2 		$562K Buy
2,102
+72
+4% +$18.6K 0.07% 117
2024
Q1 		$528K Hold
2,030
– – 0.07% 112
2023
Q4 		$482K Sell
2,030
-1
-0% -$221 0.06% 120
2023
Q3 		$431K Hold
2,031
– – 0.07% 121
2023
Q2 		$447K Sell
2,031
-44
-2% -$9.18K 0.1% 118
2023
Q1 		$423K Hold
2,075
– – 0.1% 123
2022
Q4 		$397K Hold
2,075
– – 0.09% 123
2022
Q3 		$372K Hold
2,075
– – 0.11% 125
2022
Q2 		$391K Hold
2,075
– – 0.11% 124
2022
Q1 		$472K Sell
2,075
-106
-5% -$23.8K 0.11% 122
2021
Q4 		$527K Hold
2,181
– – 0.14% 51
2021
Q3 		$484K Sell
2,181
-10
-0.5% -$2.28K 0.14% 55
2021
Q2 		$488K Sell
2,191
-4
-0.2% -$868 0.15% 54
2021
Q1 		$454K Hold
2,195
– – 0.15% 52
2020
Q4 		$427K Buy
2,195
+64
+3% +$11.7K 0.15% 48
2020
Q3 		$363K Sell
2,131
-63
-3% -$10.6K 0.14% 50
2020
Q2 		$343K Sell
2,194
-1,805
-45% -$266K 0.18% 47
2020
Q1 		$516K Hold
3,999
– – 0.31% 38
2019
Q4 		$654K Hold
3,999
– – 0.3% 30
2019
Q3 		$604K Sell
3,999
-248
-6% -$37.4K 0.3% 35
2019
Q2 		$637K Buy
4,247
+250
+6% +$36.8K 0.33% 32
2019
Q1 		$578K Sell
3,997
-14
-0.3% -$1.95K 0.28% 34
2018
Q4 		$512K Buy
+4,011
New +$554K 0.31% 43

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's VTI Position: Q3 2024 in Review

Alera Investment Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 14% in Q3 2024, buying an estimated $80.5K and bringing the position to 2,397 shares worth $679K. The position accounts for 0.08% of the portfolio, ranked #104.

Alera Investment Advisors first reported a position in VTI in Q4 2018 and has held it in 24 quarters since. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Alera Investment Advisors held 2,397 shares of Vanguard Total Stock Market ETF worth $679K as of Q3 2024.
  • Alera Investment Advisors bought 295 Vanguard Total Stock Market ETF shares in Q3 2024, an estimated $80.5K.
  • Vanguard Total Stock Market ETF made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #104 holding.
  • Alera Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,847 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.