EMFO LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

EMFO LLC’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	$765K	Hold	2,858	–	–	0.68%	34
2024 Q1	$743K	Hold	2,858	–	–	0.68%	36
2023 Q4	$678K	Hold	2,858	–	–	0.63%	42
2023 Q3	$607K	Hold	2,858	–	–	0.57%	42
2023 Q2	$630K	Hold	2,858	–	–	0.57%	41
2023 Q1	$583K	Hold	2,858	–	–	0.55%	48
2022 Q4	$546K	Hold	2,858	–	–	0.55%	45
2022 Q3	$513K	Sell	2,858 -677	-19%	-$135K	0.49%	50
2022 Q2	$667K	Sell	3,535 -710	-17%	-$146K	0.68%	40
2022 Q1	$966K	Hold	4,245	–	–	0.88%	30
2021 Q4	$1.02M	Hold	4,245	–	–	0.9%	31
2021 Q3	$943K	Hold	4,245	–	–	0.83%	32
2021 Q2	$946K	Buy	+4,245	New	+$921K	0.83%	35

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

EMFO LLC's VTI Position: Q2 2024 in Review

EMFO LLC held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2024 at 2,858 shares worth $765K. The position accounts for 0.68% of the portfolio, ranked #34.

EMFO LLC first reported a position in VTI in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2021. 2,780 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

EMFO LLC held 2,858 shares of Vanguard Morningstar Total Stock Market ETF worth $765K as of Q2 2024.
EMFO LLC left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2024.
Vanguard Morningstar Total Stock Market ETF made up 0.68% of EMFO LLC's portfolio in Q2 2024, its #34 holding.
EMFO LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $1.02M in Q4 2021.
2,780 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.