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Lake Street Advisors Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lake Street Advisors 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 		$83.7M Buy
288,908
+3,536
+1% +$1.03M 3.86% 6
2024
Q3 		$81.1M Buy
285,372
+3,388
+1% +$924K 3.74% 6
2024
Q2 		$75.7M Buy
281,984
+5,948
+2% +$1.54M 3.64% 6
2024
Q1 		$71.7M Buy
276,036
+1,538
+0.6% +$381K 3.35% 5
2023
Q4 		$65.1M Sell
274,498
-2,422
-0.9% -$535K 3.27% 5
2023
Q3 		$58.8M Sell
276,920
-1,352
-0.5% -$299K 3.49% 5
2023
Q2 		$61.3M Buy
278,272
+2,736
+1% +$571K 3.39% 5
2023
Q1 		$56.2M Sell
275,536
-5,954
-2% -$1.19M 3.48% 5
2022
Q4 		$53.8M Sell
281,490
-3,496
-1% -$674K 3.55% 7
2022
Q3 		$51.1M Buy
284,986
+2,039
+0.7% +$406K 3.71% 5
2022
Q2 		$53.4M Sell
282,947
-1,381
-0.5% -$284K 3.8% 6
2022
Q1 		$64.7M Buy
284,328
+10,329
+4% +$2.32M 4.12% 6
2021
Q4 		$66.2M Buy
+273,999
New +$64.7M 4.17% 6
2021
Q3 		– Sell
-273,295
Closed -$62.9M – 426
2021
Q2 		$62.9M Sell
273,295
-2,972
-1% -$645K 4.64% 5
2021
Q1 		$57.1M Sell
276,267
-2,639
-0.9% -$534K 4.64% 4
2020
Q4 		$54.3M Sell
278,906
-9,141
-3% -$1.67M 4.49% 4
2020
Q3 		$49.1M Sell
288,047
-21,366
-7% -$3.59M 4.63% 5
2020
Q2 		$48.4M Sell
309,413
-13,464
-4% -$1.99M 4.91% 5
2020
Q1 		$41.6M Buy
322,877
+9,894
+3% +$1.53M 5.17% 4
2019
Q4 		$51.2M Sell
312,983
-22,773
-7% -$3.57M 5.04% 4
2019
Q3 		$45.8M Sell
335,756
-4,145
-1% -$625K 4.97% 5
2019
Q2 		$51M Sell
339,901
-2,083
-0.6% -$307K 5.4% 5
2019
Q1 		$49.5M Sell
341,984
-10,156
-3% -$1.42M 5.19% 5
2018
Q4 		$44.9M Sell
352,140
-705
-0.2% -$97.3K 5.47% 5
2018
Q3 		$52.8M Sell
352,845
-43,090
-11% -$6.34M 5.85% 5
2018
Q2 		$55.6M Buy
395,935
+16,121
+4% +$2.25M 5.56% 5
2018
Q1 		$51.5M Sell
379,814
-11,819
-3% -$1.66M 5.79% 5
2017
Q4 		$53.8M Buy
+391,633
New +$52.4M 6.08% 5

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

Lake Street Advisors Group's VTI Position: Q4 2024 in Review

Lake Street Advisors Group increased its Vanguard Total Stock Market ETF (VTI) stake by 1.2% in Q4 2024, buying an estimated $1.03M and bringing the position to 288,908 shares worth $83.7M. The position accounts for 3.86% of the portfolio, ranked #6.

Lake Street Advisors Group first reported a position in VTI in Q4 2017 and has held it in 28 quarters since. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Lake Street Advisors Group held 288,908 shares of Vanguard Total Stock Market ETF worth $83.7M as of Q4 2024.
  • Lake Street Advisors Group bought 3,536 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $1.03M.
  • Vanguard Total Stock Market ETF made up 3.86% of Lake Street Advisors Group's portfolio in Q4 2024, its #6 holding.
  • Lake Street Advisors Group first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 28 quarters since.
  • 3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.