KIG
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Kowal Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kowal Investment 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
Q3 		$548K Buy
1,936
+2
+0.1% +$546 0.1% 107
2024
Q2 		$517K Sell
1,934
-596
-24% -$154K 0.1% 105
2024
Q1 		$658K Sell
2,530
-132
-5% -$32.7K 0.14% 84
2023
Q4 		$631K Buy
2,662
+30
+1% +$6.63K 0.15% 79
2023
Q3 		$559K Hold
2,632
– – 0.15% 78
2023
Q2 		$580K Sell
2,632
-31
-1% -$6.47K 0.16% 73
2023
Q1 		$543K Sell
2,663
-1,277
-32% -$256K 0.15% 72
2022
Q4 		$753K Buy
3,940
+1,001
+34% +$193K 0.22% 63
2022
Q3 		$528K Buy
2,939
+81
+3% +$16.1K 0.18% 66
2022
Q2 		$539K Sell
2,858
-1,007
-26% -$207K 0.18% 57
2022
Q1 		$880K Sell
3,865
-301
-7% -$67.7K 0.27% 39
2021
Q4 		$1.01M Sell
4,166
-283
-6% -$66.8K 0.3% 28
2021
Q3 		$988K Buy
4,449
+174
+4% +$39.7K 0.31% 26
2021
Q2 		$953K Buy
4,275
+585
+16% +$127K 0.34% 26
2021
Q1 		$763K Buy
3,690
+363
+11% +$73.5K 0.31% 29
2020
Q4 		$661K Buy
+3,327
New +$608K 0.31% 34

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 $34.6B AUM 29.24% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Kowal Investment Group's VTI Position: Q3 2024 in Review

Kowal Investment Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.1% in Q3 2024, buying an estimated $546 and bringing the position to 1,936 shares worth $548K. The position accounts for 0.1% of the portfolio, ranked #107.

Kowal Investment Group first reported a position in VTI in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.01M in Q4 2021. 2,852 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Kowal Investment Group held 1,936 shares of Vanguard Morningstar Total Stock Market ETF worth $548K as of Q3 2024.
  • Kowal Investment Group bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $546.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of Kowal Investment Group's portfolio in Q3 2024, its #107 holding.
  • Kowal Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.01M in Q4 2021.
  • 2,852 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.