Spotlight Asset Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Spotlight Asset Group’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 Q2	$84K	Hold	314	–	–	0.06%	116
2024 Q1	$81.6K	Hold	314	–	–	0.06%	121
2023 Q4	$66.7K	Hold	314	–	–	0.06%	119
2023 Q3	$66.7K	Hold	314	–	–	0.06%	119
2023 Q2	$69.2K	Buy	+314	New	+$65.5K	0.06%	115
2021 Q3	$245K	Buy	+1,105	New	+$252K	0.12%	101
2021 Q2	–	Sell	-2,517	Closed	-$520K	–	146
2021 Q1	$520K	Hold	2,517	–	–	0.2%	74
2020 Q4	$490K	Hold	2,517	–	–	0.18%	76
2020 Q3	$429K	Hold	2,517	–	–	0.17%	88
2020 Q2	$394K	Hold	2,517	–	–	0.17%	88
2020 Q1	$324K	Hold	2,517	–	–	0.17%	79
2019 Q4	$351K	Buy	+2,517	New	+$394K	0.17%	79

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spotlight Asset Group's VTI Position: Q2 2024 in Review

Spotlight Asset Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2024 at 314 shares worth $84K. The position accounts for 0.06% of the portfolio, ranked #116.

Spotlight Asset Group first reported a position in VTI in Q4 2019 and has held it in 12 quarters since. The position peaked at $520K in Q1 2021. 2,776 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

Spotlight Asset Group held 314 shares of Vanguard Morningstar Total Stock Market ETF worth $84K as of Q2 2024.
Spotlight Asset Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2024.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Spotlight Asset Group's portfolio in Q2 2024, its #116 holding.
Spotlight Asset Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 12 quarters since.
Spotlight Asset Group's Vanguard Morningstar Total Stock Market ETF position peaked at $520K in Q1 2021.
2,776 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.