Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Advisors’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	–	Sell	-1,427	Closed	-$371K	–	78
2024 Q1	$371K	Buy	1,427 +5	+0.4%	+$1.24K	0.08%	53
2023 Q4	$337K	Buy	1,422 +6	+0.4%	+$1.33K	0.08%	51
2023 Q3	$301K	Buy	1,416 +5	+0.4%	+$1.11K	0.07%	56
2023 Q2	$311K	Buy	1,411 +5	+0.4%	+$1.04K	0.07%	56
2023 Q1	$287K	Buy	1,406 +6	+0.4%	+$1.2K	0.07%	57
2022 Q4	$268K	Buy	1,400 +6	+0.4%	+$1.16K	0.07%	57
2022 Q3	$250K	Sell	1,394 -111	-7%	-$22.1K	0.09%	60
2022 Q2	$284K	Buy	+1,505	New	+$309K	0.1%	57

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Advisors's VTI Position: Q2 2024 in Review

Financial Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 1,427 shares — an estimated $371K sold.

Financial Advisors first reported a position in VTI in Q2 2022 and held it in 8 quarters. The position peaked at $371K in Q1 2024. 2,776 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

Financial Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Financial Advisors sold 1,427 Vanguard Morningstar Total Stock Market ETF shares in Q2 2024, an estimated $371K.
Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and held it in 8 quarters.
Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $371K in Q1 2024.
2,776 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

Based on Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.