Lederer & Associates Investment Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lederer & Associates Investment Counsel’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	-2,799	Closed	-$793K	–	88
2024 Q3	$793K	Hold	2,799	–	–	0.56%	61
2024 Q2	$749K	Hold	2,799	–	–	0.54%	64
2024 Q1	$727K	Hold	2,799	–	–	0.51%	64
2023 Q4	$664K	Buy	+2,799	New	+$619K	0.49%	65

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Lederer & Associates Investment Counsel's VTI Position: Q4 2024 in Review

Lederer & Associates Investment Counsel sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 2,799 shares — an estimated $793K sold.

Lederer & Associates Investment Counsel first reported a position in VTI in Q4 2023 and held it in 4 quarters. The position peaked at $793K in Q3 2024. 3,172 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

Lederer & Associates Investment Counsel reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
Lederer & Associates Investment Counsel sold 2,799 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $793K.
Lederer & Associates Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 4 quarters.
Lederer & Associates Investment Counsel's Vanguard Morningstar Total Stock Market ETF position peaked at $793K in Q3 2024.
3,172 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Lederer & Associates Investment Counsel's 13F filing for Q4 2024, filed 24 Jan 2025.