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

Diversified’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 		$3.13M Buy
11,039
+828
+8% +$226K 0.34% 25
2024
Q2 		$2.73M Buy
10,211
+8,665
+560% +$2.24M 0.32% 25
2024
Q1 		$402K Buy
+1,546
New +$382K 0.06% 97
2023
Q2 		– Sell
-4,851
Closed -$990K – 156
2023
Q1 		$990K Buy
4,851
+22
+0.5% +$4.4K 0.35% 40
2022
Q4 		$923K Buy
4,829
+300
+7% +$57.8K 0.36% 39
2022
Q3 		$813K Sell
4,529
-254
-5% -$50.6K 0.41% 35
2022
Q2 		$902K Buy
4,783
+1
+0% +$205 0.37% 39
2022
Q1 		$1.09M Sell
4,782
-16
-0.3% -$3.6K 0.44% 41
2021
Q4 		$1.16M Sell
4,798
-28
-0.6% -$6.61K 0.49% 39
2021
Q3 		$1.07M Buy
4,826
+3,364
+230% +$767K 0.57% 40
2021
Q2 		$326K Sell
1,462
-112
-7% -$24.3K 0.18% 75
2021
Q1 		$325K Sell
1,574
-226
-13% -$45.7K 0.25% 70
2020
Q4 		$307K Buy
+1,800
New +$329K 0.26% 66

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

Diversified's VTI Position: Q3 2024 in Review

Diversified increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.1% in Q3 2024, buying an estimated $226K and bringing the position to 11,039 shares worth $3.13M. The position accounts for 0.34% of the portfolio, ranked #25.

Diversified first reported a position in VTI in Q4 2020 and has held it in 13 quarters since. 2,848 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Diversified held 11,039 shares of Vanguard Morningstar Total Stock Market ETF worth $3.13M as of Q3 2024.
  • Diversified bought 828 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $226K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.34% of Diversified's portfolio in Q3 2024, its #25 holding.
  • Diversified first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 13 quarters since.
  • 2,848 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.