EWM
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Executive Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Executive Wealth Management’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
Q4 		$444K Sell
1,531
-82
-5% -$23.9K 0.03% 174
2024
Q3 		$457K Buy
+1,613
New +$440K 0.04% 178
2024
Q2 		– Sell
-1,883
Closed -$489K – 245
2024
Q1 		$489K Buy
1,883
+194
+11% +$48K 0.04% 151
2023
Q4 		$401K Buy
1,689
+9
+0.5% +$1.99K 0.04% 158
2023
Q3 		$357K Buy
1,680
+5
+0.3% +$1.11K 0.04% 154
2023
Q2 		$369K Buy
1,675
+83
+5% +$17.3K 0.04% 147
2023
Q1 		$325K Sell
1,592
-161
-9% -$32.2K 0.04% 155
2022
Q4 		$335K Buy
1,753
+1,474
+528% +$284K 0.04% 154
2022
Q3 		$279 Sell
279
-1,394
-83% -$278K 0.04% 151
2022
Q2 		$315K Sell
1,673
-37
-2% -$7.6K 0.04% 145
2022
Q1 		$389K Sell
1,710
-421
-20% -$94.7K 0.04% 145
2021
Q4 		$514K Buy
2,131
+653
+44% +$154K 0.05% 135
2021
Q3 		$328K Buy
1,478
+33
+2% +$7.53K 0.04% 146
2021
Q2 		$322K Sell
1,445
-129
-8% -$28K 0.04% 151
2021
Q1 		$325K Buy
1,574
+74
+5% +$15K 0.04% 149
2020
Q4 		$292K Sell
1,500
-141
-9% -$25.8K 0.04% 145
2020
Q3 		$279K Buy
1,641
+60
+4% +$10.1K 0.04% 130
2020
Q2 		$247K Buy
+1,581
New +$233K 0.04% 122
2020
Q1 		– Sell
-1,691
Closed -$276K – 149
2019
Q4 		$276K Sell
1,691
-1
-0.1% -$157 0.04% 127
2019
Q3 		$255K Buy
1,692
+7
+0.4% +$1.05K 0.04% 118
2019
Q2 		$253K Buy
1,685
+39
+2% +$5.74K 0.04% 144
2019
Q1 		$238K Sell
1,646
-1,675
-50% -$234K 0.04% 136
2018
Q4 		$424K Buy
+3,321
New +$458K 0.07% 113

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Executive Wealth Management's VTI Position: Q4 2024 in Review

Executive Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 5.1% in Q4 2024, selling an estimated $23.9K and leaving 1,531 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #174.

Executive Wealth Management first reported a position in VTI in Q4 2018 and has held it in 23 quarters since. The position peaked at $514K in Q4 2021. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Executive Wealth Management held 1,531 shares of Vanguard Total Stock Market ETF worth $444K as of Q4 2024.
  • Executive Wealth Management sold 82 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $23.9K.
  • Vanguard Total Stock Market ETF made up 0.03% of Executive Wealth Management's portfolio in Q4 2024, its #174 holding.
  • Executive Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 23 quarters since.
  • Executive Wealth Management's Vanguard Total Stock Market ETF position peaked at $514K in Q4 2021.
  • 3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.