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SpiderRock Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SpiderRock Advisors’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
Q3 		$20M Sell
70,609
-7,077
-9% -$1.93M 0.32% 51
2024
Q2 		$20.8M Buy
77,686
+3,758
+5% +$973K 0.42% 44
2024
Q1 		$18.9M Buy
+73,928
New +$18.3M 0.47% 45

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

SpiderRock Advisors's VTI Position: Q3 2024 in Review

SpiderRock Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.1% in Q3 2024, selling an estimated $1.93M and leaving 70,609 shares worth $20M. The position accounts for 0.32% of the portfolio, ranked #51.

SpiderRock Advisors first reported a position in VTI in Q1 2024 and has held it in 3 quarters since. The position peaked at $20.8M in Q2 2024. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • SpiderRock Advisors held 70,609 shares of Vanguard Morningstar Total Stock Market ETF worth $20M as of Q3 2024.
  • SpiderRock Advisors sold 7,077 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $1.93M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of SpiderRock Advisors's portfolio in Q3 2024, its #51 holding.
  • SpiderRock Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $20.8M in Q2 2024.
  • 2,847 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.