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Fiduciary Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

Fiduciary Planning’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 		– Sell
-2,014
Closed -$539K – 64
2024
Q2 		$539K Buy
+2,014
New +$521K 0.19% 44
2021
Q2 		– Sell
-21
Closed -$4K – 266
2021
Q1 		$4K Sell
21
-44
-68% -$8.9K 0.01% 206
2020
Q4 		$13K Sell
65
-2
-3% -$366 0.02% 138
2020
Q3 		$11K Buy
+67
New +$11.3K 0.02% 106
2020
Q2 		– Sell
-3,551
Closed -$458K – 50
2020
Q1 		$458K Sell
3,551
-54
-1% -$8.35K 0.86% 25
2019
Q4 		$599K Buy
+3,605
New +$565K 0.55% 31

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 $45.6B AUM 18.83% 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 $377B AUM 19.32% 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

Fiduciary Planning's VTI Position: Q3 2024 in Review

Fiduciary Planning sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2024, closing a stake of 2,014 shares — an estimated $539K sold.

Fiduciary Planning first reported a position in VTI in Q4 2019 and held it in 6 quarters. The position peaked at $599K in Q4 2019. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Fiduciary Planning reported no remaining Vanguard Total Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • Fiduciary Planning sold 2,014 Vanguard Total Stock Market ETF shares in Q3 2024, an estimated $539K.
  • Fiduciary Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 6 quarters.
  • Fiduciary Planning's Vanguard Total Stock Market ETF position peaked at $599K in Q4 2019.
  • 2,847 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2024.

Based on Fiduciary Planning's 13F filing for Q3 2024, filed 22 Oct 2024.