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Sanctuary Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sanctuary Wealth 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 		$15.5M Sell
53,620
-2,686
-5% -$784K 10.28% 2
2024
Q3 		$15.9M Sell
56,306
-1,810
-3% -$494K 11.4% 2
2024
Q2 		$15.5M Sell
58,116
-1,277
-2% -$331K 11.77% 3
2024
Q1 		$15.4M Sell
59,393
-8,313
-12% -$2.06M 12.56% 3
2023
Q4 		$16.1M Sell
67,706
-1,459
-2% -$323K 15.56% 2
2023
Q3 		$14.7M Sell
69,165
-451
-0.6% -$99.8K 16.03% 2
2023
Q2 		$15.3M Buy
+69,616
New +$14.5M 16.23% 3
2022
Q4 		$13.7M Sell
71,550
-792
-1% -$153K 15.95% 2
2022
Q3 		$13M Sell
72,342
-287
-0.4% -$57.2K 16.83% 2
2022
Q2 		$13.7M Sell
72,629
-2,402
-3% -$494K 16.79% 2
2022
Q1 		$17.1M Sell
75,031
-5,436
-7% -$1.22M 18.81% 2
2021
Q4 		$19.4M Buy
80,467
+2,264
+3% +$534K 20.67% 1
2021
Q3 		$17.4M Sell
78,203
-1,276
-2% -$291K 19.33% 2
2021
Q2 		$17.7M Sell
79,479
-3,143
-4% -$682K 21.23% 1
2021
Q1 		$17.1M Sell
82,622
-26,035
-24% -$5.27M 21.95% 1
2020
Q4 		$21.1M Sell
108,657
-145,854
-57% -$26.7M 25.68% 1
2020
Q3 		$43.3M Sell
254,511
-14,772
-5% -$2.48M 42.11% 1
2020
Q2 		$42.2M Buy
269,283
+187,158
+228% +$27.6M 44.23% 1
2020
Q1 		$10.6M Sell
82,125
-237,824
-74% -$36.8M 14.02% 2
2019
Q4 		$52.4M Sell
319,949
-62,101
-16% -$9.73M 58.29% 1
2019
Q3 		$57.7M Buy
382,050
+103,655
+37% +$15.6M 58.34% 1
2019
Q2 		$41.8M Sell
278,395
-55,064
-17% -$8.11M 38.55% 1
2019
Q1 		$42.6M Hold
333,459
– – 43.98% 1
2018
Q4 		$42.6M Sell
333,459
-7,974
-2% -$1.1M 43.98% 1
2018
Q3 		$51.1M Buy
341,433
+34,031
+11% +$5.01M 44.34% 1
2018
Q2 		$43.2M Sell
307,402
-9,538
-3% -$1.33M 37.54% 1
2018
Q1 		$43M Sell
316,940
-12,957
-4% -$1.82M 36.29% 1
2017
Q4 		$45.3M Buy
+329,897
New +$44.1M 41.27% 1

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 $1.6B AUM 20.7% 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 $11.5B AUM 18.72% 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

Sanctuary Wealth Management's VTI Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.8% in Q4 2024, selling an estimated $784K and leaving 53,620 shares worth $15.5M. The position accounts for 10.28% of the portfolio, ranked #2.

Sanctuary Wealth Management first reported a position in VTI in Q4 2017 and has held it in 28 quarters since. The position peaked at $57.7M in Q3 2019. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Sanctuary Wealth Management held 53,620 shares of Vanguard Total Stock Market ETF worth $15.5M as of Q4 2024.
  • Sanctuary Wealth Management sold 2,686 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $784K.
  • Vanguard Total Stock Market ETF made up 10.28% of Sanctuary Wealth Management's portfolio in Q4 2024, its #2 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 28 quarters since.
  • Sanctuary Wealth Management's Vanguard Total Stock Market ETF position peaked at $57.7M in Q3 2019.
  • 3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.