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Peterson Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Peterson 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
Q3 		$272K Sell
962
-10
-1% -$2.73K 1.05% 28
2024
Q2 		$260K Hold
972
– – 1.58% 27
2024
Q1 		$253K Buy
972
+4
+0.4% +$990 1.65% 23
2023
Q4 		$230K Buy
968
+4
+0.4% +$884 1.51% 25
2023
Q3 		$205K Buy
964
+3
+0.3% +$664 2.04% 18
2023
Q2 		$212K Buy
+961
New +$200K 1.94% 19

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Peterson Financial Group's VTI Position: Q3 2024 in Review

Peterson Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q3 2024, selling an estimated $2.73K and leaving 962 shares worth $272K. The position accounts for 1.05% of the portfolio, ranked #28.

Peterson Financial Group first reported a position in VTI in Q2 2023 and has held it in 6 quarters since. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Peterson Financial Group held 962 shares of Vanguard Morningstar Total Stock Market ETF worth $272K as of Q3 2024.
  • Peterson Financial Group sold 10 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $2.73K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.05% of Peterson Financial Group's portfolio in Q3 2024, its #28 holding.
  • Peterson Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 6 quarters since.
  • 2,847 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.