SMH
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Sanders Morris Harris’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sanders Morris Harris’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 		– Sell
-12,403
Closed -$3.51M – 317
2024
Q3 		$3.51M Sell
12,403
-15,798
-56% -$4.31M 0.58% 27
2024
Q2 		$7.54M Buy
28,201
+27,934
+10,462% +$7.23M 1.24% 13
2024
Q1 		$7.49M Sell
267
-15,399
-98% -$3.81M 1.38% 10
2023
Q4 		$3.7M Buy
15,666
+48
+0.3% +$10.6K 1.82% 8
2023
Q3 		$3.3M Buy
+15,618
New +$3.46M 0.68% 24
2018
Q1 		– Sell
-1,612
Closed -$221K – 156
2017
Q4 		$221K Hold
1,612
– – 0.09% 107
2017
Q3 		$209K Hold
1,612
– – 0.09% 112
2017
Q2 		$201K Buy
+1,612
New +$199K 0.08% 109
2016
Q2 		– Sell
-3,664
Closed -$384K – 330
2016
Q1 		$384K Buy
+3,664
New +$363K 0.07% 219

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

Sanders Morris Harris's VTI Position: Q4 2024 in Review

Sanders Morris Harris sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 12,403 shares — an estimated $3.51M sold.

Sanders Morris Harris first reported a position in VTI in Q1 2016 and held it in 9 quarters. The position peaked at $7.54M in Q2 2024. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Sanders Morris Harris reported no remaining Vanguard Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Sanders Morris Harris sold 12,403 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $3.51M.
  • Sanders Morris Harris first reported a position in Vanguard Total Stock Market ETF in Q1 2016 and held it in 9 quarters.
  • Sanders Morris Harris's Vanguard Total Stock Market ETF position peaked at $7.54M in Q2 2024.
  • 3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on Sanders Morris Harris's 13F filing for Q4 2024, filed 15 Jan 2025.