CWM
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Campbell Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Campbell 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 		$207K Buy
+714
New +$208K 0.02% 93
2024
Q2 		– Sell
-1,997
Closed -$519K – 96
2024
Q1 		$519K Hold
1,997
– – 0.05% 41
2023
Q4 		$474K Sell
1,997
-495
-20% -$109K 0.06% 31
2023
Q3 		$529K Buy
2,492
+1
+0% +$221 0.06% 34
2023
Q2 		$549K Buy
2,491
+495
+25% +$103K 0.07% 34
2023
Q1 		$407K Hold
1,996
– – 0.05% 41
2022
Q4 		$382K Sell
1,996
-534
-21% -$103K 0.05% 41
2022
Q3 		$454K Sell
2,530
-178
-7% -$35.5K 0.07% 37
2022
Q2 		$511K Buy
2,708
+472
+21% +$97K 0.07% 26
2022
Q1 		$509K Hold
2,236
– – 0.06% 31
2021
Q4 		$540K Hold
2,236
– – 0.06% 28
2021
Q3 		$497K Buy
+2,236
New +$510K 0.07% 29
2021
Q2 		– Sell
-2,852
Closed -$589K – 72
2021
Q1 		$589K Sell
2,852
-2,452
-46% -$496K 0.08% 25
2020
Q4 		$1.03M Buy
5,304
+540
+11% +$98.7K 0.15% 19
2020
Q3 		$811K Sell
4,764
-238
-5% -$40K 0.13% 23
2020
Q2 		$783K Hold
5,002
– – 0.14% 22
2020
Q1 		$645K Hold
5,002
– – 0.14% 22
2019
Q4 		$818K Hold
5,002
– – 0.16% 21
2019
Q3 		$755K Sell
5,002
-253
-5% -$38.1K 0.17% 21
2019
Q2 		$789K Buy
5,255
+2,227
+74% +$328K 0.19% 21
2019
Q1 		$438K Buy
3,028
+3
+0.1% +$419 0.12% 24
2018
Q4 		$386K Buy
+3,025
New +$418K 0.12% 28

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

Campbell Wealth Management's VTI Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2024: 714 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #93 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in VTI as recently as Q1 2024.

Campbell Wealth Management first reported a position in VTI in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.03M in Q4 2020. 3,175 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Campbell Wealth Management held 714 shares of Vanguard Morningstar Total Stock Market ETF worth $207K as of Q4 2024.
  • Vanguard Morningstar Total Stock Market ETF was a new Campbell Wealth Management position in Q4 2024.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #93 holding.
  • Campbell Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 22 quarters since.
  • Campbell Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.03M in Q4 2020.
  • 3,175 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

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