Delphia (USA)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Delphia (USA)’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 Q1	–	Sell	-1,875	Closed	-$445K	–	1
2023 Q4	$445K	Sell	1,875 -2,808	-60%	-$621K	100%	1
2023 Q3	$995K	Sell	4,683 -556	-11%	-$123K	68.94%	1
2023 Q2	$1.15M	Sell	5,239 -208	-4%	-$43.4K	1.82%	1
2023 Q1	$1.11M	Sell	5,447 -99	-2%	-$19.8K	1.36%	1
2022 Q4	$1.06M	Sell	5,546 -212	-4%	-$40.9K	1.22%	2
2022 Q3	$1.03M	Buy	5,758 +1,263	+28%	+$252K	1.18%	6
2022 Q2	$848K	Buy	4,495 +1,241	+38%	+$255K	0.58%	34
2022 Q1	$741K	Buy	3,254 +1,784	+121%	+$401K	0.56%	36
2021 Q4	$355K	Buy	+1,470	New	+$347K	0.38%	85

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $12.8B AUM 19.73% 1-Year Est. Return

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

Delphia (USA)'s VTI Position: Q1 2024 in Review

Delphia (USA) sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 1,875 shares — an estimated $445K sold.

Delphia (USA) first reported a position in VTI in Q4 2021 and held it in 9 quarters. The position peaked at $1.15M in Q2 2023. 2,734 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

Delphia (USA) reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Delphia (USA) sold 1,875 Vanguard Morningstar Total Stock Market ETF shares in Q1 2024, an estimated $445K.
Delphia (USA) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 9 quarters.
Delphia (USA)'s Vanguard Morningstar Total Stock Market ETF position peaked at $1.15M in Q2 2023.
2,734 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2024.

Based on Delphia (USA)'s 13F filing for Q1 2024.