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SMI Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

SMI Advisory Services’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 		– Sell
-1,721
Closed -$408K – 78
2023
Q4 		$408K Buy
+1,721
New +$380K 0.1% 37

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

SMI Advisory Services's VTI Position: Q1 2024 in Review

SMI Advisory Services sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 1,721 shares — an estimated $408K sold.

SMI Advisory Services first reported a position in VTI in Q4 2023 and held it in 1 quarter. The position peaked at $408K in Q4 2023. 2,733 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

  • SMI Advisory Services reported no remaining Vanguard Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
  • SMI Advisory Services sold 1,721 Vanguard Total Stock Market ETF shares in Q1 2024, an estimated $408K.
  • SMI Advisory Services first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and held it in 1 quarter.
  • SMI Advisory Services's Vanguard Total Stock Market ETF position peaked at $408K in Q4 2023.
  • 2,733 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2024.

Based on SMI Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.