Cassady Schiller Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cassady Schiller 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	$1.05M	Buy	3,610 +188	+5%	+$54.9K	0.38%	45
2024 Q3	$969K	Sell	3,422 -254	-7%	-$69.3K	0.35%	45
2024 Q2	$983K	Sell	3,676 -614	-14%	-$159K	0.4%	45
2024 Q1	$1.11M	Sell	4,290 -594	-12%	-$147K	0.5%	39
2023 Q4	$1.16M	Buy	4,884 +15	+0.3%	+$3.32K	0.58%	36
2023 Q3	$1.03M	Buy	4,869 +9	+0.2%	+$1.99K	0.57%	40
2023 Q2	$1.07M	Sell	4,860 -924	-16%	-$193K	0.58%	40
2023 Q1	$1.18M	Buy	5,784 +929	+19%	+$186K	0.56%	35
2022 Q4	$928K	Sell	4,855 -1,312	-21%	-$253K	0.57%	41
2022 Q3	$1.11M	Sell	6,167 -367	-6%	-$73.1K	0.64%	34
2022 Q2	$1.23M	Buy	6,534 +1	+0%	+$205	0.65%	30
2022 Q1	$1.49M	Buy	6,533 +333	+5%	+$74.9K	0.72%	27
2021 Q4	$1.5M	Buy	+6,200	New	+$1.46M	0.9%	25

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Cassady Schiller Wealth Management's VTI Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 5.5% in Q4 2024, buying an estimated $54.9K and bringing the position to 3,610 shares worth $1.05M. The position accounts for 0.38% of the portfolio, ranked #45.

Cassady Schiller Wealth Management first reported a position in VTI in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.5M in Q4 2021. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

Cassady Schiller Wealth Management held 3,610 shares of Vanguard Total Stock Market ETF worth $1.05M as of Q4 2024.
Cassady Schiller Wealth Management bought 188 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $54.9K.
Vanguard Total Stock Market ETF made up 0.38% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #45 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Vanguard Total Stock Market ETF position peaked at $1.5M in Q4 2021.
3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.