Ratio Wealth Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ratio Wealth 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 Q1	$2.29M	Buy	8,805 +193	+2%	+$47.7K	0.43%	39
2023 Q4	$2.04M	Sell	8,612 -35	-0.4%	-$7.74K	0.44%	41
2023 Q3	$1.84M	Sell	8,647 -82	-0.9%	-$18.2K	0.46%	35
2023 Q2	$1.92M	Buy	+8,729	New	+$1.82M	0.48%	35
2022 Q4	$1.78M	Buy	9,295 +3,753	+68%	+$723K	0.5%	33
2022 Q3	$995K	Buy	5,542 +232	+4%	+$46.2K	0.32%	37
2022 Q2	$1M	Buy	5,310 +33	+0.6%	+$6.78K	0.33%	36
2022 Q1	$1.2M	Sell	5,277 -65	-1%	-$14.6K	0.36%	35
2021 Q4	$1.29M	Hold	5,342	–	–	0.39%	32
2021 Q3	$1.19M	Hold	5,342	–	–	0.39%	30
2021 Q2	$1.19M	Sell	5,342 -187	-3%	-$40.6K	0.43%	30
2021 Q1	$1.14M	Sell	5,529 -104	-2%	-$21K	0.48%	29
2020 Q4	$1.1M	Buy	+5,633	New	+$1.03M	0.59%	27

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ratio Wealth Group's VTI Position: Q1 2024 in Review

Ratio Wealth Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q1 2024, buying an estimated $47.7K and bringing the position to 8,805 shares worth $2.29M. The position accounts for 0.43% of the portfolio, ranked #39.

Ratio Wealth Group first reported a position in VTI in Q4 2020 and has held it in 13 quarters since. 2,738 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

Ratio Wealth Group held 8,805 shares of Vanguard Morningstar Total Stock Market ETF worth $2.29M as of Q1 2024.
Ratio Wealth Group bought 193 Vanguard Morningstar Total Stock Market ETF shares in Q1 2024, an estimated $47.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.43% of Ratio Wealth Group's portfolio in Q1 2024, its #39 holding.
Ratio Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 13 quarters since.
2,738 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.