BFM
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Boston Financial Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Boston Financial Management’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 		$17.9M Buy
61,872
+31,235
+102% +$9.11M 0.54% 59
2024
Q3 		$8.68M Buy
30,637
+202
+0.7% +$55.1K 0.26% 79
2024
Q2 		$8.14M Buy
30,435
+1,606
+6% +$416K 0.26% 79
2024
Q1 		$7.49M Buy
28,829
+909
+3% +$225K 0.24% 82
2023
Q4 		$6.62M Buy
27,920
+252
+0.9% +$55.7K 0.22% 85
2023
Q3 		$5.88M Hold
27,668
– – 0.22% 87
2023
Q2 		$6.09M Sell
27,668
-156
-0.6% -$32.5K 0.22% 85
2023
Q1 		$5.68M Sell
27,824
-313
-1% -$62.7K 0.22% 84
2022
Q4 		$5.38M Buy
28,137
+299
+1% +$57.6K 0.22% 86
2022
Q3 		$5M Buy
27,838
+1,439
+5% +$287K 0.22% 81
2022
Q2 		$4.98M Buy
26,399
+1,873
+8% +$385K 0.21% 81
2022
Q1 		$5.58M Buy
24,526
+21,748
+783% +$4.89M 0.21% 80
2021
Q4 		$671K Sell
2,778
-220
-7% -$51.9K 0.02% 171
2021
Q3 		$666K Buy
2,998
+120
+4% +$27.4K 0.03% 165
2021
Q2 		$641K Sell
2,878
-238
-8% -$51.7K 0.03% 156
2021
Q1 		$644K Buy
3,116
+443
+17% +$89.6K 0.03% 150
2020
Q4 		$520K Hold
2,673
– – 0.02% 166
2020
Q3 		$455K Hold
2,673
– – 0.02% 170
2020
Q2 		$418K Hold
2,673
– – 0.02% 172
2020
Q1 		$345K Sell
2,673
-43
-2% -$6.65K 0.02% 185
2019
Q4 		$444K Buy
2,716
+230
+9% +$36K 0.02% 175
2019
Q3 		$375K Buy
2,486
+361
+17% +$54.4K 0.02% 198
2019
Q2 		$319K Hold
2,125
– – 0.02% 217
2019
Q1 		$307K Hold
2,125
– – 0.02% 220
2018
Q4 		$271K Sell
2,125
-74
-3% -$10.2K 0.02% 229
2018
Q3 		$329K Hold
2,199
– – 0.02% 242
2018
Q2 		$309K Sell
2,199
-50
-2% -$6.97K 0.02% 223
2018
Q1 		$305K Sell
2,249
-699
-24% -$98K 0.02% 222
2017
Q4 		$405K Sell
2,948
-856
-23% -$115K 0.03% 208
2017
Q3 		$493K Sell
3,804
-150
-4% -$19K 0.04% 196
2017
Q2 		$492K Sell
3,954
-900
-19% -$111K 0.04% 203
2017
Q1 		$589K Sell
4,854
-1,250
-20% -$150K 0.04% 198
2016
Q4 		$704K Sell
6,104
-5,800
-49% -$652K 0.06% 191
2016
Q3 		$1.32M Buy
11,904
+4,936
+71% +$547K 0.11% 164
2016
Q2 		$747K Buy
6,968
+2,721
+64% +$288K 0.06% 186
2016
Q1 		$445K Buy
4,247
+174
+4% +$17.3K 0.07% 145
2015
Q4 		$425K Buy
4,073
+129
+3% +$13.6K 0.06% 148
2015
Q3 		$389K Sell
3,944
-3,549
-47% -$373K 0.06% 170
2015
Q2 		$802K Buy
7,493
+2,698
+56% +$294K 0.1% 151
2015
Q1 		$514K Hold
4,795
– – 0.06% 161
2014
Q4 		$508K Buy
+4,795
New +$496K 0.06% 159
2014
Q2 		– Sell
-14,194
Closed -$1.38M – 208
2014
Q1 		$1.38M Sell
14,194
-4,981
-26% -$477K 0.19% 129
2013
Q4 		$1.84M Buy
19,175
+15,848
+476% +$1.46M 0.25% 108
2013
Q3 		$292K Sell
3,327
-610
-15% -$53K 0.04% 180
2013
Q2 		$325K Buy
+3,937
New +$327K 0.05% 178

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Boston Financial Management's VTI Position: Q4 2024 in Review

Boston Financial Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 102% in Q4 2024, buying an estimated $9.11M and bringing the position to 61,872 shares worth $17.9M. The position accounts for 0.54% of the portfolio, ranked #59.

Boston Financial Management first reported a position in VTI in Q2 2013 and has held it in 45 quarters since. 3,172 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Boston Financial Management held 61,872 shares of Vanguard Morningstar Total Stock Market ETF worth $17.9M as of Q4 2024.
  • Boston Financial Management bought 31,235 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $9.11M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.54% of Boston Financial Management's portfolio in Q4 2024, its #59 holding.
  • Boston Financial Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 45 quarters since.
  • 3,172 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.