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Gunn & Company Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Gunn & Company Investment 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
Q3 		– Sell
-3,214
Closed -$860K – 138
2024
Q2 		$860K Buy
+3,214
New +$832K 0.05% 72
2024
Q1 		– Sell
-3,516
Closed -$834K – 128
2023
Q4 		$834K Buy
+3,516
New +$777K 0.06% 56

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 $52B AUM 24.53% 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 $445B AUM 25.58% 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

Gunn & Company Investment Management's VTI Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2024, closing a stake of 3,214 shares — an estimated $860K sold.

Gunn & Company Investment Management first reported a position in VTI in Q4 2023 and held it in 2 quarters. The position peaked at $860K in Q2 2024. 2,848 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 3,214 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $860K.
  • Gunn & Company Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $860K in Q2 2024.
  • 2,848 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.