Householder Group Estate & Retirement Specialist’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$387K	Sell	1,336 -8,089	-86%	-$2.36M	0.29%	50
2024 Q3	$2.67M	Sell	9,425 -1,176	-11%	-$321K	0.78%	26
2024 Q2	$2.83M	Sell	10,601 -767	-7%	-$199K	0.8%	23
2024 Q1	$2.95M	Buy	11,368 +24	+0.2%	+$5.94K	0.88%	21
2023 Q4	$2.69M	Sell	11,344 -2,761	-20%	-$610K	0.88%	23
2023 Q3	$3M	Buy	+14,105	New	+$3.12M	1.08%	14
2023 Q1	$4.4M	Buy	+21,548	New	+$4.31M	1.69%	8
2022 Q4	–	Sell	-29,125	Closed	-$5.23M	–	1141
2022 Q3	$5.23M	Buy	29,125 +7,397	+34%	+$1.47M	2.15%	8
2022 Q2	$4.1M	Buy	21,728 +346	+2%	+$71.1K	1.83%	9
2022 Q1	$4.87M	Buy	21,382 +174	+0.8%	+$39.1K	1.96%	8
2021 Q4	$5.12M	Buy	+21,208	New	+$5.01M	1.91%	10

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VTI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 86% in Q4 2024, selling an estimated $2.36M and leaving 1,336 shares worth $387K. The position accounts for 0.29% of the portfolio, ranked #50.

Householder Group Estate & Retirement Specialist first reported a position in VTI in Q4 2021 and has held it in 11 quarters since. The position peaked at $5.23M in Q3 2022. 3,173 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,336 shares of Vanguard Morningstar Total Stock Market ETF worth $387K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 8,089 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $2.36M.
Vanguard Morningstar Total Stock Market ETF made up 0.29% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #50 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Morningstar Total Stock Market ETF position peaked at $5.23M in Q3 2022.
3,173 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.