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Highlander Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Highlander Capital 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
Q1 		$685K Hold
2,637
– – 0.23% 91
2023
Q4 		$626K Hold
2,637
– – 0.22% 99
2023
Q3 		$560K Buy
+2,637
New +$584K 0.22% 104
2023
Q2 		– Sell
-2
Closed – – 694
2023
Q1 		$0 Buy
+2
New +$400 ﹤0.01% 682
2013
Q3 		– Sell
-45
Closed -$3.72K – 861
2013
Q2 		$3.72K Buy
+45
New +$3.73K ﹤0.01% 752

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Highlander Capital Management's VTI Position: Q1 2024 in Review

Highlander Capital Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2024 at 2,637 shares worth $685K. The position accounts for 0.23% of the portfolio, ranked #91.

Highlander Capital Management first reported a position in VTI in Q2 2013 and has held it in 5 quarters since. 2,734 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

  • Highlander Capital Management held 2,637 shares of Vanguard Morningstar Total Stock Market ETF worth $685K as of Q1 2024.
  • Highlander Capital Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2024.
  • Vanguard Morningstar Total Stock Market ETF made up 0.23% of Highlander Capital Management's portfolio in Q1 2024, its #91 holding.
  • Highlander Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 5 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.