BFWM
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Bright Futures Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bright Futures Wealth 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 		– Sell
-770
Closed -$220K – 233
2024
Q3 		$220K Sell
770
-46
-6% -$12.5K 0.11% 201
2024
Q2 		$215K Buy
+816
New +$211K 0.12% 190

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

Bright Futures Wealth Management's VTI Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 770 shares — an estimated $220K sold.

Bright Futures Wealth Management first reported a position in VTI in Q2 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2024. 3,178 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 770 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $220K.
  • Bright Futures Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and held it in 2 quarters.
  • Bright Futures Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $220K in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.