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Buckingham Strategic Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$204M Buy
762,645
+4,416
+0.6% +$1.14M 2.11% 10
2024
Q1 		$197M Buy
758,229
+6,599
+0.9% +$1.63M 2.08% 10
2023
Q4 		$178M Buy
751,630
+60,748
+9% +$13.4M 2.12% 10
2023
Q3 		$147M Buy
690,882
+56,323
+9% +$12.5M 2.08% 10
2023
Q2 		$140M Buy
634,559
+94,045
+17% +$19.6M 1.99% 11
2023
Q1 		$103M Hold
540,514
– – 1.88% 9
2022
Q4 		$103M Buy
540,514
+33,675
+7% +$6.49M 1.88% 9
2022
Q3 		$91M Buy
506,839
+18,195
+4% +$3.63M 1.86% 10
2022
Q2 		$92.2M Buy
488,644
+77,845
+19% +$16M 1.82% 10
2022
Q1 		$93.5M Sell
410,799
-16,990
-4% -$3.82M 1.84% 9
2021
Q4 		$103M Sell
427,789
-22,773
-5% -$5.38M 2% 8
2021
Q3 		$100M Buy
450,562
+10,265
+2% +$2.34M 2.05% 8
2021
Q2 		$98.1M Buy
440,297
+109,321
+33% +$23.7M 2.37% 6
2021
Q1 		$68.4M Sell
330,976
-72,030
-18% -$14.6M 3.37% 4
2020
Q4 		$78.4M Buy
403,006
+13,884
+4% +$2.54M 4.12% 3
2020
Q3 		$66.3M Sell
389,122
-23,760
-6% -$4M 5.07% 2
2020
Q2 		$64.6M Buy
412,882
+103,774
+34% +$15.3M 6.15% 1
2020
Q1 		$39.8M Buy
309,108
+84,310
+38% +$13M 3.84% 3
2019
Q4 		$36.8M Buy
224,798
+31,849
+17% +$4.99M 3.53% 3
2019
Q3 		$29.1M Sell
192,949
-1,938
-1% -$292K 3.16% 3
2019
Q2 		$29.3M Buy
194,887
+4,709
+2% +$694K 3.18% 4
2019
Q1 		$27.5M Buy
190,178
+5,623
+3% +$785K 3.47% 2
2018
Q4 		$23.6M Sell
184,555
-2,035
-1% -$281K 3.6% 4
2018
Q3 		$27.9M Sell
186,590
-6,985
-4% -$1.03M 4.29% 1
2018
Q2 		$27.2M Buy
193,575
+22,961
+13% +$3.2M 4.4% 2
2018
Q1 		$23.2M Buy
170,614
+23,298
+16% +$3.27M 4.51% 1
2017
Q4 		$20.2M Buy
147,316
+2,009
+1% +$269K 4.22% 3
2017
Q3 		$18.8M Sell
145,307
-10,756
-7% -$1.36M 4.48% 3
2017
Q2 		$19.4M Buy
156,063
+42,936
+38% +$5.29M 4.56% 2
2017
Q1 		$13.7M Buy
113,127
+156
+0.1% +$18.7K 3.99% 5
2016
Q4 		$13M Sell
112,971
-322
-0.3% -$36.2K 4.2% 5
2016
Q3 		$12.6M Sell
113,293
-20,778
-15% -$2.3M 4.27% 4
2016
Q2 		$14.4M Buy
134,071
+21,658
+19% +$2.3M 4.89% 4
2016
Q1 		$11.8M Buy
112,413
+8,064
+8% +$800K 3.9% 4
2015
Q4 		$10.9M Sell
104,349
-1,576
-1% -$166K 3.65% 6
2015
Q3 		$10.5M Sell
105,925
-1,341
-1% -$141K 3.69% 5
2015
Q2 		$11.5M Sell
107,266
-1,082
-1% -$118K 3.76% 5
2015
Q1 		$11.6M Buy
108,348
+31,906
+42% +$3.41M 4.37% 4
2014
Q4 		$8.1M Buy
76,442
+7,842
+11% +$812K 3.13% 6
2014
Q3 		$6.95M Sell
68,600
-1,673
-2% -$171K 2.86% 6
2014
Q2 		$7.15M Sell
70,273
-843
-1% -$83.1K 3.12% 7
2014
Q1 		$6.93M Buy
71,116
+1,155
+2% +$111K 3.21% 7
2013
Q4 		$6.71M Buy
69,961
+3,787
+6% +$348K 3.16% 6
2013
Q3 		$5.8M Sell
66,174
-1,557
-2% -$135K 3.07% 6
2013
Q2 		$5.6M Buy
+67,731
New +$5.62M 3.16% 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
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 $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckingham Strategic Wealth's VTI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard Total Stock Market ETF (VTI) stake by 0.58% in Q2 2024, buying an estimated $1.14M and bringing the position to 762,645 shares worth $204M. The position accounts for 2.11% of the portfolio, ranked #10.

Buckingham Strategic Wealth first reported a position in VTI in Q2 2013 and has held it in 45 quarters since. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • Buckingham Strategic Wealth held 762,645 shares of Vanguard Total Stock Market ETF worth $204M as of Q2 2024.
  • Buckingham Strategic Wealth bought 4,416 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $1.14M.
  • Vanguard Total Stock Market ETF made up 2.11% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #10 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 45 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.