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Imprint Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Imprint Wealth’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 		$14.5M Buy
+55,704
New +$13.8M 3.51% 3

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

Imprint Wealth's VTI Position: Q1 2024 in Review

Imprint Wealth opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2024: 55,704 shares worth $14.5M. The stake represents 3.51% of the portfolio and ranks #3 among its holdings.

2,734 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

  • Imprint Wealth held 55,704 shares of Vanguard Morningstar Total Stock Market ETF worth $14.5M as of Q1 2024.
  • Vanguard Morningstar Total Stock Market ETF was a new Imprint Wealth position in Q1 2024.
  • Vanguard Morningstar Total Stock Market ETF made up 3.51% of Imprint Wealth's portfolio in Q1 2024, its #3 holding.
  • 2,734 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.