PRWA
VTI icon

Platte River Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Platte River Wealth Advisors’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 		$725K Buy
2,560
+2
+0.1% +$546 0.19% 57
2024
Q2 		$684K Hold
2,558
– – 0.19% 57
2024
Q1 		$665K Buy
2,558
+3
+0.1% +$742 0.19% 59
2023
Q4 		$606K Buy
2,555
+1,243
+95% +$275K 0.2% 63
2023
Q3 		$279K Buy
+1,312
New +$290K 0.1% 85

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

Platte River Wealth Advisors's VTI Position: Q3 2024 in Review

Platte River Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.08% in Q3 2024, buying an estimated $546 and bringing the position to 2,560 shares worth $725K. The position accounts for 0.19% of the portfolio, ranked #57.

Platte River Wealth Advisors first reported a position in VTI in Q3 2023 and has held it in 5 quarters since. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Platte River Wealth Advisors held 2,560 shares of Vanguard Morningstar Total Stock Market ETF worth $725K as of Q3 2024.
  • Platte River Wealth Advisors bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $546.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of Platte River Wealth Advisors's portfolio in Q3 2024, its #57 holding.
  • Platte River Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 5 quarters since.
  • 2,847 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.