Dixon Fnancial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Dixon Fnancial Services’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
2023 Q4	–	Sell	-1,350	Closed	-$287K	–	29
2023 Q3	$287K	Sell	1,350 -562	-29%	-$124K	0.19%	19
2023 Q2	$421K	Buy	1,912 +62	+3%	+$12.9K	0.27%	14
2023 Q1	$378K	Hold	1,850	–	–	0.26%	15
2022 Q4	$354K	Hold	1,850	–	–	0.25%	16
2022 Q3	$332K	Hold	1,850	–	–	0.26%	16
2022 Q2	$349K	Hold	1,850	–	–	0.25%	16
2022 Q1	$421K	Hold	1,850	–	–	0.32%	15
2021 Q4	$447K	Buy	+1,850	New	+$437K	0.33%	15

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Dixon Fnancial Services's VTI Position: Q4 2023 in Review

Dixon Fnancial Services sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2023, closing a stake of 1,350 shares — an estimated $287K sold.

Dixon Fnancial Services first reported a position in VTI in Q4 2021 and held it in 8 quarters. The position peaked at $447K in Q4 2021. 2,680 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

Dixon Fnancial Services reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Dixon Fnancial Services sold 1,350 Vanguard Morningstar Total Stock Market ETF shares in Q4 2023, an estimated $287K.
Dixon Fnancial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 8 quarters.
Dixon Fnancial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $447K in Q4 2021.
2,680 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2023.

Based on Dixon Fnancial Services's 13F filing for Q4 2023, filed 12 Jan 2024.