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CEDRUS’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CEDRUS’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 		$1.98M Buy
6,980
+4,118
+144% +$1.12M 0.73% 33
2024
Q2 		$766K Sell
2,862
-100
-3% -$25.9K 0.38% 49
2024
Q1 		$770K Buy
2,962
+199
+7% +$49.2K 0.42% 48
2023
Q4 		$656K Buy
2,763
+438
+19% +$96.8K 0.41% 44
2023
Q3 		$494K Buy
2,325
+637
+38% +$141K 0.35% 53
2023
Q2 		$372K Sell
1,688
-322
-16% -$67.2K 0.26% 79
2023
Q1 		$410K Buy
2,010
+278
+16% +$55.6K 0.29% 70
2022
Q4 		$331K Buy
1,732
+132
+8% +$25.4K 0.27% 89
2022
Q3 		$287K Sell
1,600
-1,111
-41% -$221K 0.27% 81
2022
Q2 		$511K Buy
2,711
+1,259
+87% +$259K 0.5% 41
2022
Q1 		$331K Buy
1,452
+37
+3% +$8.32K 0.3% 85
2021
Q4 		$342K Buy
+1,415
New +$334K 0.33% 91

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 $52B AUM 24.53% 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 $445B AUM 25.58% 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

CEDRUS's VTI Position: Q3 2024 in Review

CEDRUS increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 144% in Q3 2024, buying an estimated $1.12M and bringing the position to 6,980 shares worth $1.98M. The position accounts for 0.73% of the portfolio, ranked #33.

CEDRUS first reported a position in VTI in Q4 2021 and has held it in 12 quarters since. 2,848 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • CEDRUS held 6,980 shares of Vanguard Morningstar Total Stock Market ETF worth $1.98M as of Q3 2024.
  • CEDRUS bought 4,118 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $1.12M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.73% of CEDRUS's portfolio in Q3 2024, its #33 holding.
  • CEDRUS first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 12 quarters since.
  • 2,848 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.