MWM
VTI icon

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

Merriman 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
2024
Q4 		$3.73M Buy
12,885
+351
+3% +$102K 0.16% 49
2024
Q3 		$3.56M Buy
12,534
+441
+4% +$120K 0.14% 60
2024
Q2 		$3.24M Buy
12,093
+345
+3% +$89.3K 0.14% 62
2024
Q1 		$3.05M Sell
11,748
-649
-5% -$161K 0.14% 61
2023
Q4 		$2.94M Sell
12,397
-5,411
-30% -$1.2M 0.14% 61
2023
Q3 		$3.78M Sell
17,808
-41
-0.2% -$9.07K 0.2% 44
2023
Q2 		$3.93M Buy
17,849
+627
+4% +$131K 0.19% 62
2023
Q1 		$3.52M Sell
17,222
-1,561
-8% -$312K 0.18% 52
2022
Q4 		$3.59M Buy
18,783
+2,095
+13% +$404K 0.18% 57
2022
Q3 		$3M Sell
16,688
-371
-2% -$73.9K 0.2% 35
2022
Q2 		$3.22M Buy
17,059
+1,294
+8% +$266K 0.23% 32
2022
Q1 		$3.59M Sell
15,765
-80
-0.5% -$18K 0.29% 39
2021
Q4 		$3.83M Sell
15,845
-2,606
-14% -$615K 0.28% 49
2021
Q3 		$4.1M Sell
18,451
-763
-4% -$174K 0.34% 45
2021
Q2 		$4.28M Sell
19,214
-2,976
-13% -$646K 0.37% 49
2021
Q1 		$4.59M Sell
22,190
-764
-3% -$155K 0.52% 42
2020
Q4 		$4.47M Sell
22,954
-2,119
-8% -$387K 0.48% 48
2020
Q3 		$4.27M Buy
25,073
+442
+2% +$74.3K 0.64% 38
2020
Q2 		$3.86M Buy
24,631
+539
+2% +$79.5K 0.61% 39
2020
Q1 		$3.11M Buy
24,092
+10,879
+82% +$1.68M 0.68% 26
2019
Q4 		$2.16M Buy
13,213
+230
+2% +$36K 0.42% 53
2019
Q3 		$1.96M Sell
12,983
-480
-4% -$72.4K 0.4% 58
2019
Q2 		$2.03M Sell
13,463
-356
-3% -$52.4K 0.39% 58
2019
Q1 		$2M Sell
13,819
-1,015
-7% -$142K 0.38% 57
2018
Q4 		$1.91M Sell
14,834
-46,108
-76% -$6.37M 0.41% 32
2018
Q3 		$9.12M Sell
60,942
-160
-0.3% -$23.5K 1.95% 9
2018
Q2 		$8.58M Buy
61,102
+44,341
+265% +$6.19M 1.96% 8
2018
Q1 		$2.27M Buy
+16,761
New +$2.35M 0.6% 40
2017
Q4 		– Sell
-11,638
Closed -$1.51M – 187
2017
Q3 		$1.51M Buy
+11,638
New +$1.47M 0.36% 64
2016
Q4 		– Sell
-2,344
Closed -$261K – 178
2016
Q3 		$261K Buy
+2,344
New +$260K 0.05% 119
2015
Q4 		– Sell
-3,141
Closed -$310K – 56
2015
Q3 		$310K Buy
+3,141
New +$330K 0.17% 36

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

Merriman Wealth Management's VTI Position: Q4 2024 in Review

Merriman Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.8% in Q4 2024, buying an estimated $102K and bringing the position to 12,885 shares worth $3.73M. The position accounts for 0.16% of the portfolio, ranked #49.

Merriman Wealth Management first reported a position in VTI in Q3 2015 and has held it in 31 quarters since. The position peaked at $9.12M in Q3 2018. 3,176 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Merriman Wealth Management held 12,885 shares of Vanguard Morningstar Total Stock Market ETF worth $3.73M as of Q4 2024.
  • Merriman Wealth Management bought 351 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $102K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Merriman Wealth Management's portfolio in Q4 2024, its #49 holding.
  • Merriman Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2015 and has held it in 31 quarters since.
  • Merriman Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $9.12M in Q3 2018.
  • 3,176 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.