MFG
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Mendota Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mendota Financial 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 		– Sell
-1,041
Closed -$295K – 1148
2024
Q3 		$295K Buy
1,041
+62
+6% +$16.9K 0.14% 43
2024
Q2 		$262K Sell
979
-50
-5% -$12.9K 0.14% 46
2024
Q1 		$267K Hold
1,029
– – 0.16% 47
2023
Q4 		$244K Buy
1,029
+895
+668% +$198K 0.19% 58
2023
Q3 		$28.5K Hold
134
– – 0.03% 162
2023
Q2 		$29.5K Hold
134
– – 0.03% 159
2023
Q1 		$30.5K Hold
134
– – 0.03% 167
2022
Q4 		$25.6K Buy
+134
New +$25.8K 0.03% 166

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

Mendota Financial Group's VTI Position: Q4 2024 in Review

Mendota Financial Group sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 1,041 shares — an estimated $295K sold.

Mendota Financial Group first reported a position in VTI in Q4 2022 and held it in 8 quarters. The position peaked at $295K in Q3 2024. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Mendota Financial Group reported no remaining Vanguard Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1,041 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $295K.
  • Mendota Financial Group first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's Vanguard Total Stock Market ETF position peaked at $295K in Q3 2024.
  • 3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.