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Argent Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Argent Financial Group’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 		$253K Buy
+893
New +$244K 0.03% 278

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 $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Argent Financial Group's VTI Position: Q3 2024 in Review

Argent Financial Group opened a new position in Vanguard Total Stock Market ETF (VTI) in Q3 2024: 893 shares worth $253K. The stake represents 0.03% of the portfolio and ranks #278 among its holdings.

2,846 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Argent Financial Group held 893 shares of Vanguard Total Stock Market ETF worth $253K as of Q3 2024.
  • Vanguard Total Stock Market ETF was a new Argent Financial Group position in Q3 2024.
  • Vanguard Total Stock Market ETF made up 0.03% of Argent Financial Group's portfolio in Q3 2024, its #278 holding.
  • 2,846 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.