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Heritage Wealth Management (Arizona)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Heritage Wealth Management (Arizona)’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 		$238K Buy
891
+21
+2% +$5.43K 0.13% 148
2024
Q1 		$226K Buy
+870
New +$215K 0.12% 164
2022
Q4 		$7.76M Buy
40,574
+15,988
+65% +$3.08M 1.11% 13
2022
Q3 		$4.41M Sell
24,586
-4,654
-16% -$928K 1.42% 13
2022
Q2 		$5.52M Sell
29,240
-2,406
-8% -$494K 1.84% 8
2022
Q1 		$7.21M Buy
+31,646
New +$7.12M 1.95% 8
2021
Q3 		$124K Buy
557
+34
+7% +$7.75K 0.04% 304
2021
Q2 		$117K Buy
+523
New +$114K 0.04% 312

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

Heritage Wealth Management (Arizona)'s VTI Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2024, buying an estimated $5.43K and bringing the position to 891 shares worth $238K. The position accounts for 0.13% of the portfolio, ranked #148.

Heritage Wealth Management (Arizona) first reported a position in VTI in Q2 2021 and has held it in 8 quarters since. The position peaked at $7.76M in Q4 2022. 2,780 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 891 shares of Vanguard Morningstar Total Stock Market ETF worth $238K as of Q2 2024.
  • Heritage Wealth Management (Arizona) bought 21 Vanguard Morningstar Total Stock Market ETF shares in Q2 2024, an estimated $5.43K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #148 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 8 quarters since.
  • Heritage Wealth Management (Arizona)'s Vanguard Morningstar Total Stock Market ETF position peaked at $7.76M in Q4 2022.
  • 2,780 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.