BMMM
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Boston Mountain Money Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Boston Mountain Money 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
Q3 		$9.18M Buy
32,413
+332
+1% +$90.6K 5.33% 6
2024
Q2 		$8.58M Buy
32,081
+620
+2% +$160K 5.66% 6
2024
Q1 		$8.18M Buy
+31,461
New +$7.78M 5.6% 6

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 $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Mountain Money Management's VTI Position: Q3 2024 in Review

Boston Mountain Money Management increased its Vanguard Total Stock Market ETF (VTI) stake by 1% in Q3 2024, buying an estimated $90.6K and bringing the position to 32,413 shares worth $9.18M. The position accounts for 5.33% of the portfolio, ranked #6.

Boston Mountain Money Management first reported a position in VTI in Q1 2024 and has held it in 3 quarters since. 2,846 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Boston Mountain Money Management held 32,413 shares of Vanguard Total Stock Market ETF worth $9.18M as of Q3 2024.
  • Boston Mountain Money Management bought 332 Vanguard Total Stock Market ETF shares in Q3 2024, an estimated $90.6K.
  • Vanguard Total Stock Market ETF made up 5.33% of Boston Mountain Money Management's portfolio in Q3 2024, its #6 holding.
  • Boston Mountain Money Management first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 3 quarters since.
  • 2,846 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.