JWM
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Janiczek Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Janiczek Wealth 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 		$4.31M Hold
16,106
– – 0.9% 19
2024
Q1 		$4.19M Sell
16,106
-14
-0.1% -$3.46K 0.89% 17
2023
Q4 		$3.82M Buy
16,120
+1
+0% +$221 0.92% 16
2023
Q3 		$3.42M Buy
16,119
+1
+0% +$221 0.9% 16
2023
Q2 		$3.55M Sell
16,118
-99
-0.6% -$20.6K 0.98% 15
2023
Q1 		$3.33M Sell
16,217
-675
-4% -$135K 0.94% 16
2022
Q4 		$3.36M Sell
16,892
-175
-1% -$33.7K 0.95% 17
2022
Q3 		$3.09M Buy
17,067
+2
+0% +$399 1.01% 16
2022
Q2 		$3.52M Buy
17,065
+127
+0.7% +$26.1K 1.05% 15
2022
Q1 		$3.86M Sell
16,938
-1,039
-6% -$234K 1.06% 14
2021
Q4 		$4.34M Buy
17,977
+853
+5% +$201K 1.3% 12
2021
Q3 		$3.8M Buy
17,124
+45
+0.3% +$10.3K 1.34% 12
2021
Q2 		$3.81M Sell
17,079
-2,800
-14% -$608K 1.38% 12
2021
Q1 		$4.11M Buy
19,879
+18,678
+1,555% +$3.78M 1.64% 12
2020
Q4 		$234K Sell
1,201
-53
-4% -$9.69K 0.11% 51
2020
Q3 		$214K Buy
1,254
+1,036
+475% +$174K 0.12% 43
2020
Q2 		$34K Hold
218
– – 0.02% 99
2020
Q1 		$28K Buy
218
+39
+22% +$6.03K 0.02% 79
2019
Q4 		$29K Hold
179
– – 0.01% 82
2019
Q3 		$27K Sell
179
-15
-8% -$2.26K 0.01% 89
2019
Q2 		$29K Buy
194
+179
+1,193% +$26.4K 0.01% 87
2019
Q1 		$2K Hold
15
– – ﹤0.01% 142
2018
Q4 		$2K Hold
15
– – ﹤0.01% 141
2018
Q3 		$2K Hold
15
– – ﹤0.01% 126
2018
Q2 		$2K Buy
+15
New +$2.09K ﹤0.01% 132

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

Janiczek Wealth Management's VTI Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2024 at 16,106 shares worth $4.31M. The position accounts for 0.9% of the portfolio, ranked #19.

Janiczek Wealth Management first reported a position in VTI in Q2 2018 and has held it in 25 quarters since. The position peaked at $4.34M in Q4 2021. 2,776 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • Janiczek Wealth Management held 16,106 shares of Vanguard Morningstar Total Stock Market ETF worth $4.31M as of Q2 2024.
  • Janiczek Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2024.
  • Vanguard Morningstar Total Stock Market ETF made up 0.9% of Janiczek Wealth Management's portfolio in Q2 2024, its #19 holding.
  • Janiczek Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 25 quarters since.
  • Janiczek Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $4.34M in Q4 2021.
  • 2,776 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.