Horan Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Horan Capital Advisors’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	-865	Closed	-$205K	–	122
2023 Q4	$205K	Buy	+865	New	+$191K	0.08%	113
2020 Q4	–	Sell	-130	Closed	-$22K	–	275
2020 Q3	$22K	Buy	+130	New	+$21.9K	0.01%	217
2020 Q1	–	Sell	-130	Closed	-$21K	–	250
2019 Q4	$21K	Sell	130 -100	-43%	-$15.7K	0.01%	196
2019 Q3	$35K	Buy	+230	New	+$34.7K	0.02%	168
2019 Q2	–	Sell	-130	Closed	-$19K	–	237
2019 Q1	$19K	Buy	+130	New	+$18.1K	0.01%	195
2017 Q4	–	Sell	-262	Closed	-$34K	–	269
2017 Q3	$34K	Buy	+262	New	+$33.2K	0.02%	186

Other funds holding VTI

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 New York $59.1B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Horan Capital Advisors's VTI Position: Q1 2024 in Review

Horan Capital Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 865 shares — an estimated $205K sold.

Horan Capital Advisors first reported a position in VTI in Q3 2017 and held it in 6 quarters. The position peaked at $205K in Q4 2023. 2,739 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

Horan Capital Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Horan Capital Advisors sold 865 Vanguard Morningstar Total Stock Market ETF shares in Q1 2024, an estimated $205K.
Horan Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and held it in 6 quarters.
Horan Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $205K in Q4 2023.
2,739 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2024.

Based on Horan Capital Advisors's 13F filing for Q1 2024, filed 1 May 2024.