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Axiom Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Axiom Advisory’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 		$298M Buy
1,090,943
+25,469
+2% +$6.95M 2.78% 8
2024
Q2 		$276M Buy
1,065,474
+1,048,689
+6,248% +$271M 3.01% 8
2024
Q1 		$4.36M Sell
16,785
-195
-1% -$48.2K 3.21% 8
2023
Q4 		$4.03M Buy
16,980
+154
+0.9% +$34K 3.24% 8
2023
Q3 		$3.57M Buy
16,826
+2,991
+22% +$662K 3.22% 8
2023
Q2 		$3.05M Buy
13,835
+525
+4% +$110K 2.7% 9
2023
Q1 		$2.72M Buy
13,310
+120
+0.9% +$24K 2.61% 10
2022
Q4 		$2.52M Sell
13,190
-62
-0.5% -$11.9K 2.67% 10
2022
Q3 		$2.38M Buy
13,252
+256
+2% +$51K 2.83% 9
2022
Q2 		$2.45M Buy
12,996
+58
+0.4% +$11.9K 2.72% 11
2022
Q1 		$2.95M Buy
12,938
+384
+3% +$86.4K 2.45% 11
2021
Q4 		$3.03M Buy
+12,554
New +$2.96M 2.49% 10

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 $34.6B AUM 29.24% 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 $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $860B AUM 41.15% 1-Year Est. Return

Axiom Advisory's VTI Position: Q3 2024 in Review

Axiom Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q3 2024, buying an estimated $6.95M and bringing the position to 1,090,943 shares worth $298M. The position accounts for 2.78% of the portfolio, ranked #8.

Axiom Advisory first reported a position in VTI in Q4 2021 and has held it in 12 quarters since. 2,851 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Axiom Advisory held 1,090,943 shares of Vanguard Morningstar Total Stock Market ETF worth $298M as of Q3 2024.
  • Axiom Advisory bought 25,469 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $6.95M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.78% of Axiom Advisory's portfolio in Q3 2024, its #8 holding.
  • Axiom Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 12 quarters since.
  • 2,851 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.