RJA
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Raymond James & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Raymond James & Associates’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
2023
Q1 		– Sell
-10,500
Closed -$8.4K – 4093
2022
Q4 		$8.4K Buy
+10,500
New +$2.02M ﹤0.01% 3858

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

Raymond James & Associates's VTI Position: Q3 2024 in Review

Raymond James & Associates increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q3 2024, buying an estimated $7.29M and bringing the position to 868,412 shares worth $246M. The position accounts for 0.15% of the portfolio, ranked #117.

Raymond James & Associates first reported a position in VTI in Q2 2013 and has held it in 46 quarters since. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Raymond James & Associates held 868,412 shares of Vanguard Morningstar Total Stock Market ETF worth $246M as of Q3 2024.
  • Raymond James & Associates bought 26,731 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $7.29M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Raymond James & Associates's portfolio in Q3 2024, its #117 holding.
  • Raymond James & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 46 quarters since.
  • 2,847 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.