Guardian Capital Advisors (Canada)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Guardian Capital Advisors (Canada)’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	$554K	Hold	1,975	–	–	0.05%	130
2024 Q2	$543K	Hold	1,975	–	–	0.06%	127
2024 Q1	$489K	Hold	1,975	–	–	0.05%	127
2023 Q4	$467K	Hold	1,975	–	–	0.05%	132
2023 Q3	$427K	Hold	1,975	–	–	0.05%	132
2023 Q2	$439K	Hold	1,975	–	–	0.05%	125
2023 Q1	$401K	Hold	1,975	–	–	0.05%	120
2022 Q4	$394K	Hold	1,975	–	–	0.04%	124
2022 Q3	$354K	Hold	1,975	–	–	0.04%	128
2022 Q2	$373K	Hold	1,975	–	–	0.04%	131
2022 Q1	$436K	Sell	1,975 -25	-1%	-$5.62K	0.04%	131
2021 Q4	$477K	Hold	2,000	–	–	0.05%	136
2021 Q3	$443K	Hold	2,000	–	–	0.05%	134
2021 Q2	$450K	Buy	2,000 +900	+82%	+$195K	0.05%	139
2021 Q1	$236K	Hold	1,100	–	–	0.03%	161
2020 Q4	$213K	Buy	+1,100	New	+$201K	0.03%	162

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Guardian Capital Advisors (Canada)'s VTI Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2024 at 1,975 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #130.

Guardian Capital Advisors (Canada) first reported a position in VTI in Q4 2020 and has held it in 16 quarters since. 2,851 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

Guardian Capital Advisors (Canada) held 1,975 shares of Vanguard Morningstar Total Stock Market ETF worth $554K as of Q3 2024.
Guardian Capital Advisors (Canada) left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2024.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #130 holding.
Guardian Capital Advisors (Canada) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 16 quarters since.
2,851 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.