Coombe, Bender & Co’s Vanguard Morningstar 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Coombe, Bender & Co's VTI Position: Q2 2024 in Review

Coombe, Bender & Co increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.2% in Q2 2024, buying an estimated $776 and bringing the position to 1,487 shares worth $398K. The position accounts for 0.23% of the portfolio, ranked #54.

Coombe, Bender & Co first reported a position in VTI in Q2 2022 and has held it in 9 quarters since. The position peaked at $422K in Q4 2023. 2,780 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

Coombe, Bender & Co held 1,487 shares of Vanguard Morningstar Total Stock Market ETF worth $398K as of Q2 2024.
Coombe, Bender & Co bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2024, an estimated $776.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of Coombe, Bender & Co's portfolio in Q2 2024, its #54 holding.
Coombe, Bender & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's Vanguard Morningstar Total Stock Market ETF position peaked at $422K in Q4 2023.
2,780 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.