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Byrne Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Byrne Asset 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 		– Sell
-6
Closed -$1.62K – 573
2024
Q2 		$1.62K Sell
6
-16
-73% -$4.14K ﹤0.01% 507
2024
Q1 		$5.72K Buy
22
+6
+38% +$1.48K ﹤0.01% 424
2023
Q4 		$3.81K Hold
16
– – ﹤0.01% 446
2023
Q3 		$3K Hold
16
– – ﹤0.01% 453
2023
Q2 		$4K Hold
16
– – ﹤0.01% 494
2023
Q1 		$3K Buy
+16
New +$3.2K ﹤0.01% 528

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

Byrne Asset Management's VTI Position: Q3 2024 in Review

Byrne Asset Management sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2024, closing a stake of 6 shares — an estimated $1.62K sold.

Byrne Asset Management first reported a position in VTI in Q1 2023 and held it in 6 quarters. The position peaked at $5.72K in Q1 2024. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Byrne Asset Management reported no remaining Vanguard Total Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • Byrne Asset Management sold 6 Vanguard Total Stock Market ETF shares in Q3 2024, an estimated $1.62K.
  • Byrne Asset Management first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and held it in 6 quarters.
  • Byrne Asset Management's Vanguard Total Stock Market ETF position peaked at $5.72K in Q1 2024.
  • 2,847 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2024.

Based on Byrne Asset Management's 13F filing for Q3 2024, filed 28 Jan 2025.