MCC
VTI icon

Maiden Cove Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Maiden Cove Capital’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 		$14M Buy
48,191
+1,926
+4% +$562K 21.35% 1
2024
Q3 		$13.1M Buy
46,265
+4,896
+12% +$1.34M 20.43% 1
2024
Q2 		$10.7M Buy
+41,369
New +$10.7M 23.33% 1

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

Maiden Cove Capital's VTI Position: Q4 2024 in Review

Maiden Cove Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q4 2024, buying an estimated $562K and bringing the position to 48,191 shares worth $14M. The position accounts for 21.35% of the portfolio, ranked #1.

Maiden Cove Capital first reported a position in VTI in Q2 2024 and has held it in 3 quarters since. 3,175 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Maiden Cove Capital held 48,191 shares of Vanguard Morningstar Total Stock Market ETF worth $14M as of Q4 2024.
  • Maiden Cove Capital bought 1,926 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $562K.
  • Vanguard Morningstar Total Stock Market ETF made up 21.35% of Maiden Cove Capital's portfolio in Q4 2024, its #1 holding.
  • Maiden Cove Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 3 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.