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Hedeker Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hedeker Wealth’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
-1,354
Closed -$352K – 96
2024
Q1 		$352K Buy
1,354
+412
+44% +$102K 0.1% 86
2023
Q4 		$224K Buy
+942
New +$208K 0.07% 88

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

Hedeker Wealth's VTI Position: Q2 2024 in Review

Hedeker Wealth sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 1,354 shares — an estimated $352K sold.

Hedeker Wealth first reported a position in VTI in Q4 2023 and held it in 2 quarters. The position peaked at $352K in Q1 2024. 2,780 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • Hedeker Wealth reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Hedeker Wealth sold 1,354 Vanguard Morningstar Total Stock Market ETF shares in Q2 2024, an estimated $352K.
  • Hedeker Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 2 quarters.
  • Hedeker Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $352K in Q1 2024.
  • 2,780 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

Based on Hedeker Wealth's 13F filing for Q2 2024, filed 19 Jul 2024.