CBC
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Coombe, Bender & Co’s Vanguard Total Stock Market ETF VTI Stock Holding History

Coombe, Bender & Co’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
Q2 		$398K Buy
1,487
+3
+0.2% +$776 0.23% 54
2024
Q1 		$386K Sell
1,484
-296
-17% -$73.2K 0.23% 55
2023
Q4 		$422K Buy
1,780
+490
+38% +$108K 0.26% 56
2023
Q3 		$274K Buy
1,290
+121
+10% +$26.8K 0.21% 63
2023
Q2 		$258K Sell
1,169
-268
-19% -$55.9K 0.19% 64
2023
Q1 		$293K Buy
1,437
+481
+50% +$96.3K 0.23% 63
2022
Q4 		$183K Sell
956
-227
-19% -$43.7K 0.17% 65
2022
Q3 		$212K Buy
1,183
+90
+8% +$17.9K 0.19% 67
2022
Q2 		$206K Buy
+1,093
New +$225K 0.17% 71

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return