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

Bigelow 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
Q4 		– Sell
-840
Closed -$238K – 157
2024
Q3 		$238K Hold
840
– – 0.11% 148
2024
Q2 		$225K Sell
840
-206
-20% -$53.3K 0.11% 148
2024
Q1 		$272K Buy
1,046
+181
+21% +$44.8K 0.13% 139
2023
Q4 		$205K Buy
+865
New +$191K 0.11% 148
2022
Q1 		– Sell
-840
Closed -$203K – 152
2021
Q4 		$203K Buy
+840
New +$198K 0.09% 142

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Bigelow Investment Advisors's VTI Position: Q4 2024 in Review

Bigelow Investment Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 840 shares — an estimated $238K sold.

Bigelow Investment Advisors first reported a position in VTI in Q4 2021 and held it in 5 quarters. The position peaked at $272K in Q1 2024. 3,178 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Bigelow Investment Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Bigelow Investment Advisors sold 840 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $238K.
  • Bigelow Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 5 quarters.
  • Bigelow Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $272K in Q1 2024.
  • 3,178 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Bigelow Investment Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.