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Pacific Global Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pacific Global Investment 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 		– Sell
-1,983
Closed -$562K – 200
2024
Q3 		$562K Buy
1,983
+30
+2% +$8.18K 0.1% 136
2024
Q2 		$522K Hold
1,953
– – 0.1% 131
2024
Q1 		$508K Sell
1,953
-3
-0.2% -$742 0.1% 134
2023
Q4 		$464K Buy
1,956
+2
+0.1% +$442 0.09% 142
2023
Q3 		$415K Sell
1,954
-10
-0.5% -$2.21K 0.09% 144
2023
Q2 		$433K Buy
1,964
+10
+0.5% +$2.09K 0.09% 147
2023
Q1 		$399K Hold
1,954
– – 0.09% 154
2022
Q4 		$374K Buy
1,954
+1
+0.1% +$193 0.08% 161
2022
Q3 		$351K Hold
1,953
– – 0.09% 157
2022
Q2 		$368K Buy
1,953
+410
+27% +$84.2K 0.09% 156
2022
Q1 		$351K Hold
1,543
– – 0.07% 168
2021
Q4 		$373K Hold
1,543
– – 0.07% 161
2021
Q3 		$343K Hold
1,543
– – 0.07% 168
2021
Q2 		$344K Hold
1,543
– – 0.07% 169
2021
Q1 		$319K Hold
1,543
– – 0.07% 172
2020
Q4 		$300K Buy
+1,543
New +$282K 0.07% 169
2019
Q3 		– Sell
-1,543
Closed -$232K – 212
2019
Q2 		$232K Buy
+1,543
New +$227K 0.05% 196
2014
Q1 		– Sell
-4,044
Closed -$388K – 231
2013
Q4 		$388K Buy
+4,044
New +$372K 0.06% 183

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 $1.88B AUM 29.07% 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

Pacific Global Investment Management's VTI Position: Q4 2024 in Review

Pacific Global Investment Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 1,983 shares — an estimated $562K sold.

Pacific Global Investment Management first reported a position in VTI in Q4 2013 and held it in 18 quarters. The position peaked at $562K in Q3 2024. 3,172 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Pacific Global Investment Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Pacific Global Investment Management sold 1,983 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $562K.
  • Pacific Global Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and held it in 18 quarters.
  • Pacific Global Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $562K in Q3 2024.
  • 3,172 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Pacific Global Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.