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

Madison 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
2023 Q3	$2.82M	Sell	13,255 -19	-0.1%	-$4.21K	0.59%	53
2023 Q2	$2.92M	Buy	13,274 +231	+2%	+$48.2K	0.59%	58
2023 Q1	$2.66M	Sell	13,043 -145	-1%	-$29K	0.58%	59
2022 Q4	$2.52M	Sell	13,188 -145	-1%	-$27.9K	0.58%	57
2022 Q3	$2.39M	Sell	13,333 -861	-6%	-$172K	0.59%	53
2022 Q2	$2.68M	Buy	14,194 +134	+1%	+$27.5K	0.65%	47
2022 Q1	$3.2M	Sell	14,060 -9	-0.1%	-$2.02K	0.67%	43
2021 Q4	$3.4M	Sell	14,069 -85	-0.6%	-$20.1K	0.68%	44
2021 Q3	$3.14M	Sell	14,154 -20	-0.1%	-$4.56K	0.69%	42
2021 Q2	$3.16M	Sell	14,174 -3,016	-18%	-$655K	0.7%	40
2021 Q1	$3.55M	Buy	17,190 +565	+3%	+$114K	0.87%	31
2020 Q4	$3.24M	Sell	16,625 -346	-2%	-$63.2K	0.85%	34
2020 Q3	$2.89M	Buy	16,971 +191	+1%	+$32.1K	0.87%	33
2020 Q2	$2.63M	Sell	16,780 -716	-4%	-$106K	0.86%	34
2020 Q1	$2.25M	Sell	17,496 -1,635	-9%	-$253K	0.9%	32
2019 Q4	$3.13M	Buy	+19,131	New	+$3M	0.9%	33

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Madison Wealth Management's VTI Position: Q3 2023 in Review

Madison Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.14% in Q3 2023, selling an estimated $4.21K and leaving 13,255 shares worth $2.82M. The position accounts for 0.59% of the portfolio, ranked #53.

Madison Wealth Management first reported a position in VTI in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.55M in Q1 2021. 2,403 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

Madison Wealth Management held 13,255 shares of Vanguard Morningstar Total Stock Market ETF worth $2.82M as of Q3 2023.
Madison Wealth Management sold 19 Vanguard Morningstar Total Stock Market ETF shares in Q3 2023, an estimated $4.21K.
Vanguard Morningstar Total Stock Market ETF made up 0.59% of Madison Wealth Management's portfolio in Q3 2023, its #53 holding.
Madison Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $3.55M in Q1 2021.
2,403 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.