JGC
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J. Goldman & Co’s Vanguard Total Stock Market ETF VTI Stock Holding History

J. Goldman & Co’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 		– Sell
-1,965
Closed -$556K – 644
2024
Q3 		$556K Buy
+1,965
New +$536K 0.02% 343
2023
Q1 		– Sell
-9,070
Closed -$1.73M – 494
2022
Q4 		$1.73M Buy
+9,070
New +$1.75M 0.09% 186

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

J. Goldman & Co's VTI Position: Q4 2024 in Review

J. Goldman & Co sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 1,965 shares — an estimated $556K sold.

J. Goldman & Co first reported a position in VTI in Q4 2022 and held it in 2 quarters. The position peaked at $1.73M in Q4 2022. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • J. Goldman & Co reported no remaining Vanguard Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • J. Goldman & Co sold 1,965 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $556K.
  • J. Goldman & Co first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and held it in 2 quarters.
  • J. Goldman & Co's Vanguard Total Stock Market ETF position peaked at $1.73M in Q4 2022.
  • 3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.