Migdal Insurance & Financial Holdings’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Migdal Insurance & Financial Holdings’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 Q4	–	Sell	-42	Closed	-$9K	–	517
2023 Q3	$9K	Hold	42	–	–	﹤0.01%	424
2023 Q2	$9K	Hold	42	–	–	﹤0.01%	409
2023 Q1	$9K	Hold	42	–	–	﹤0.01%	467
2022 Q4	$8K	Hold	42	–	–	﹤0.01%	464
2022 Q3	$8K	Hold	42	–	–	﹤0.01%	444
2022 Q2	$8K	Hold	42	–	–	﹤0.01%	529
2022 Q1	$10K	Hold	42	–	–	﹤0.01%	550
2021 Q4	$10K	Buy	+42	New	+$9.91K	﹤0.01%	603

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Migdal Insurance & Financial Holdings's VTI Position: Q4 2023 in Review

Migdal Insurance & Financial Holdings sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2023, closing a stake of 42 shares — an estimated $9K sold.

Migdal Insurance & Financial Holdings first reported a position in VTI in Q4 2021 and held it in 8 quarters. The position peaked at $10K in Q1 2022. 2,680 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

Migdal Insurance & Financial Holdings reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 42 Vanguard Morningstar Total Stock Market ETF shares in Q4 2023, an estimated $9K.
Migdal Insurance & Financial Holdings first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's Vanguard Morningstar Total Stock Market ETF position peaked at $10K in Q1 2022.
2,680 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.