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Fort Pitt Capital Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Fort Pitt Capital Group’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 		$11.3M Buy
39,805
+3,307
+9% +$902K 0.32% 42
2024
Q2 		$9.76M Buy
36,498
+1,127
+3% +$292K 0.3% 44
2024
Q1 		$9.19M Sell
35,371
-73,816
-68% -$18.3M 0.28% 46
2023
Q4 		$25.9M Buy
109,187
+76,072
+230% +$16.8M 0.85% 37
2023
Q3 		$7.03M Buy
33,115
+665
+2% +$147K 0.26% 46
2023
Q2 		$7.15M Sell
32,450
-2,651
-8% -$553K 0.26% 46
2023
Q1 		$7.16M Buy
35,101
+213
+0.6% +$42.6K 0.28% 47
2022
Q4 		$6.67M Buy
34,888
+2,084
+6% +$402K 0.27% 49
2022
Q3 		$5.89M Buy
32,804
+251
+0.8% +$50K 0.27% 49
2022
Q2 		$6.14M Buy
32,553
+1,409
+5% +$289K 0.27% 50
2022
Q1 		$7.09M Sell
31,144
-758
-2% -$170K 0.26% 52
2021
Q4 		$7.7M Sell
31,902
-26,439
-45% -$6.24M 0.28% 54
2021
Q3 		$13M Sell
58,341
-2,139
-4% -$488K 0.54% 47
2021
Q2 		$13.5M Buy
60,480
+26,927
+80% +$5.84M 0.55% 49
2021
Q1 		$6.93M Buy
33,553
+20
+0.1% +$4.05K 0.31% 50
2020
Q4 		$6.53M Sell
33,533
-418
-1% -$76.4K 0.32% 48
2020
Q3 		$5.78M Sell
33,951
-1,975
-5% -$332K 0.32% 51
2020
Q2 		$5.62M Sell
35,926
-130
-0.4% -$19.2K 0.33% 56
2020
Q1 		$4.65M Buy
36,056
+6,641
+23% +$1.03M 0.32% 60
2019
Q4 		$4.81M Hold
29,415
– – 0.27% 60
2019
Q3 		$4.44M Hold
29,415
– – 0.27% 62
2019
Q2 		$4.42M Hold
29,415
– – 0.32% 44
2019
Q1 		$4.26M Sell
29,415
-96
-0.3% -$13.4K 0.32% 48
2018
Q4 		$3.77M Sell
29,511
-119
-0.4% -$16.4K 0.29% 52
2018
Q3 		$4.43M Sell
29,630
-41
-0.1% -$6.03K 0.32% 45
2018
Q2 		$4.17M Sell
29,671
-295
-1% -$41.2K 0.32% 44
2018
Q1 		$4.07M Buy
29,966
+256
+0.9% +$35.9K 0.32% 43
2017
Q4 		$4.08M Sell
29,710
-219
-0.7% -$29.3K 0.32% 45
2017
Q3 		$3.88M Buy
29,929
+11,726
+64% +$1.49M 0.33% 44
2017
Q2 		$2.27M Hold
18,203
– – 0.21% 49
2017
Q1 		$2.21M Buy
18,203
+1,543
+9% +$185K 0.21% 51
2016
Q4 		$1.92M Buy
+16,660
New +$1.87M 0.19% 51

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 $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $860B AUM 41.15% 1-Year Est. Return

Fort Pitt Capital Group's VTI Position: Q3 2024 in Review

Fort Pitt Capital Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.1% in Q3 2024, buying an estimated $902K and bringing the position to 39,805 shares worth $11.3M. The position accounts for 0.32% of the portfolio, ranked #42.

Fort Pitt Capital Group first reported a position in VTI in Q4 2016 and has held it in 32 quarters since. The position peaked at $25.9M in Q4 2023. 2,851 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Fort Pitt Capital Group held 39,805 shares of Vanguard Morningstar Total Stock Market ETF worth $11.3M as of Q3 2024.
  • Fort Pitt Capital Group bought 3,307 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $902K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of Fort Pitt Capital Group's portfolio in Q3 2024, its #42 holding.
  • Fort Pitt Capital Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 32 quarters since.
  • Fort Pitt Capital Group's Vanguard Morningstar Total Stock Market ETF position peaked at $25.9M in Q4 2023.
  • 2,851 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.