Naples Money Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Naples Money 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 Q3	$408K	Buy	+1,441	New	+$393K	0.34%	37

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Naples Money Management's VTI Position: Q3 2024 in Review

Naples Money Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2024: 1,441 shares worth $408K. The stake represents 0.34% of the portfolio and ranks #37 among its holdings.

2,848 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

Naples Money Management held 1,441 shares of Vanguard Morningstar Total Stock Market ETF worth $408K as of Q3 2024.
Vanguard Morningstar Total Stock Market ETF was a new Naples Money Management position in Q3 2024.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Naples Money Management's portfolio in Q3 2024, its #37 holding.
2,848 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.