Compass Investment Advisers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Compass Investment Advisers’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	$1.37M	Buy	+4,715	New	+$1.38M	3.97%	9

Other funds holding VTI

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Compass Investment Advisers's VTI Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2024: 4,715 shares worth $1.37M. The stake represents 3.97% of the portfolio and ranks #9 among its holdings.

3,175 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

Compass Investment Advisers held 4,715 shares of Vanguard Morningstar Total Stock Market ETF worth $1.37M as of Q4 2024.
Vanguard Morningstar Total Stock Market ETF was a new Compass Investment Advisers position in Q4 2024.
Vanguard Morningstar Total Stock Market ETF made up 3.97% of Compass Investment Advisers's portfolio in Q4 2024, its #9 holding.
3,175 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.