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Kiely Wealth Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kiely Wealth Advisory Group’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 		$148K Hold
494
– – 0.1% 73
2024
Q3 		$147K Hold
494
– – 0.09% 75
2024
Q2 		$129K Hold
494
– – 0.07% 65
2024
Q1 		$125K Hold
494
– – 0.07% 62
2023
Q4 		$120K Buy
+494
New +$109K 0.07% 64

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Kiely Wealth Advisory Group's VTI Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2024 at 494 shares worth $148K. The position accounts for 0.1% of the portfolio, ranked #73.

Kiely Wealth Advisory Group first reported a position in VTI in Q4 2023 and has held it in 5 quarters since. 3,175 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Kiely Wealth Advisory Group held 494 shares of Vanguard Morningstar Total Stock Market ETF worth $148K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2024.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #73 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 5 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.