HCM
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Highview Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Highview 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 		– Sell
-1,052
Closed -$250K – 119
2023
Q4 		$250K Sell
1,052
-712
-40% -$157K 0.13% 93
2023
Q3 		$375K Buy
+1,764
New +$390K 0.21% 84

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

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

Highview Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 1,052 shares — an estimated $250K sold.

Highview Capital Management first reported a position in VTI in Q3 2023 and held it in 2 quarters. The position peaked at $375K in Q3 2023. 2,734 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

  • Highview Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
  • Highview Capital Management sold 1,052 Vanguard Total Stock Market ETF shares in Q1 2024, an estimated $250K.
  • Highview Capital Management first reported a position in Vanguard Total Stock Market ETF in Q3 2023 and held it in 2 quarters.
  • Highview Capital Management's Vanguard Total Stock Market ETF position peaked at $375K in Q3 2023.
  • 2,734 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2024.

Based on Highview Capital Management's 13F filing for Q1 2024, filed 26 Apr 2024.