JWM
VTI icon

Jupiter Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Jupiter 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
Q4 		– Sell
-572
Closed -$162K – 101
2024
Q3 		$162K Buy
+572
New +$156K 0.08% 82

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

Jupiter Wealth Management's VTI Position: Q4 2024 in Review

Jupiter Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 572 shares — an estimated $162K sold.

Jupiter Wealth Management first reported a position in VTI in Q3 2024 and held it in 1 quarter. The position peaked at $162K in Q3 2024. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Jupiter Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Jupiter Wealth Management sold 572 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $162K.
  • Jupiter Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and held it in 1 quarter.
  • Jupiter Wealth Management's Vanguard Total Stock Market ETF position peaked at $162K in Q3 2024.
  • 3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on Jupiter Wealth Management's 13F filing for Q4 2024, filed 20 Feb 2025.