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Institutional & Family Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Institutional & Family Asset 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
Q2 		$876K Sell
3,273
-41
-1% -$10.6K 0.13% 105
2024
Q1 		$861K Sell
3,314
-678
-17% -$168K 0.14% 102
2023
Q4 		$947K Sell
3,992
-403
-9% -$89.1K 0.16% 97
2023
Q3 		$934K Buy
4,395
+1
+0% +$221 0.15% 97
2023
Q2 		$968K Hold
4,394
– – 0.16% 96
2023
Q1 		$897K Sell
4,394
-7,840
-64% -$1.57M 0.15% 100
2022
Q4 		$2.34M Buy
12,234
+1,967
+19% +$379K 0.39% 66
2022
Q3 		$1.84M Buy
10,267
+9,643
+1,545% +$1.92M 0.33% 69
2022
Q2 		$118K Sell
624
-970
-61% -$199K 0.02% 162
2022
Q1 		$363K Sell
1,594
-792
-33% -$178K 0.06% 123
2021
Q4 		$576K Buy
2,386
+1
+0% +$236 0.09% 114
2021
Q3 		$530K Buy
2,385
+2
+0.1% +$456 0.08% 119
2021
Q2 		$531K Sell
2,383
-77
-3% -$16.7K 0.09% 119
2021
Q1 		$508K Hold
2,460
– – 0.1% 122
2020
Q4 		$479K Buy
2,460
+1,840
+297% +$336K 0.1% 121
2020
Q3 		$106K Hold
620
– – 0.02% 223
2020
Q2 		$97K Hold
620
– – 0.02% 240
2020
Q1 		$80K Hold
620
– – 0.02% 232
2019
Q4 		$101K Sell
620
-407
-40% -$63.8K 0.02% 231
2019
Q3 		$155K Hold
1,027
– – 0.03% 177
2019
Q2 		$154K Hold
1,027
– – 0.03% 183
2019
Q1 		$149K Sell
1,027
-1,889
-65% -$264K 0.03% 201
2018
Q4 		$372K Buy
2,916
+20
+0.7% +$2.76K 0.08% 122
2018
Q3 		$433K Hold
2,896
– – 0.09% 127
2018
Q2 		$407K Buy
2,896
+415
+17% +$57.9K 0.08% 125
2018
Q1 		$337K Sell
2,481
-193
-7% -$27.1K 0.07% 134
2017
Q4 		$367K Buy
2,674
+79
+3% +$10.6K 0.07% 126
2017
Q3 		$336K Buy
2,595
+136
+6% +$17.2K 0.07% 139
2017
Q2 		$306K Buy
2,459
+9
+0.4% +$1.11K 0.07% 110
2017
Q1 		$297K Buy
2,450
+628
+34% +$75.2K 0.09% 111
2016
Q4 		$210K Sell
1,822
-91
-5% -$10.2K 0.07% 120
2016
Q3 		$213K Sell
1,913
-90
-4% -$9.98K 0.07% 113
2016
Q2 		$215K Buy
+2,003
New +$212K 0.07% 112

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Institutional & Family Asset Management's VTI Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.2% in Q2 2024, selling an estimated $10.6K and leaving 3,273 shares worth $876K. The position accounts for 0.13% of the portfolio, ranked #105.

Institutional & Family Asset Management first reported a position in VTI in Q2 2016 and has held it in 33 quarters since. The position peaked at $2.34M in Q4 2022. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • Institutional & Family Asset Management held 3,273 shares of Vanguard Total Stock Market ETF worth $876K as of Q2 2024.
  • Institutional & Family Asset Management sold 41 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $10.6K.
  • Vanguard Total Stock Market ETF made up 0.13% of Institutional & Family Asset Management's portfolio in Q2 2024, its #105 holding.
  • Institutional & Family Asset Management first reported a position in Vanguard Total Stock Market ETF in Q2 2016 and has held it in 33 quarters since.
  • Institutional & Family Asset Management's Vanguard Total Stock Market ETF position peaked at $2.34M in Q4 2022.
  • 2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.