BFEC
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Benjamin F. Edwards & Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Benjamin F. Edwards & Company’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
2015
Q4 		– Sell
-200
Closed -$20K – 1250
2015
Q3 		$20K Buy
+200
New +$21K ﹤0.01% 721

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Benjamin F. Edwards & Company's VTI Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2024, selling an estimated $2.55M and leaving 63,746 shares worth $17.1M. The position accounts for 0.3% of the portfolio, ranked #99.

Benjamin F. Edwards & Company first reported a position in VTI in Q2 2013 and has held it in 45 quarters since. The position peaked at $19.1M in Q1 2024. 2,776 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • Benjamin F. Edwards & Company held 63,746 shares of Vanguard Morningstar Total Stock Market ETF worth $17.1M as of Q2 2024.
  • Benjamin F. Edwards & Company sold 9,868 Vanguard Morningstar Total Stock Market ETF shares in Q2 2024, an estimated $2.55M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.3% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #99 holding.
  • Benjamin F. Edwards & Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's Vanguard Morningstar Total Stock Market ETF position peaked at $19.1M in Q1 2024.
  • 2,776 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.