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STAR Financial Bank’s Vanguard Total Stock Market ETF VTI Stock Holding History

STAR Financial Bank’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
2025
Q3 		– Sell
-1,030
Closed -$313K – 126
2025
Q2 		$313K Buy
+1,030
New +$290K 0.2% 85
2024
Q4 		– Sell
-743
Closed -$210K – 124
2024
Q3 		$210K Sell
743
-3,352
-82% -$914K 0.14% 115
2024
Q2 		$1.1M Buy
4,095
+3,303
+417% +$855K 0.84% 38
2024
Q1 		$206K Sell
792
-134
-14% -$33.2K 0.18% 89
2023
Q4 		$220K Buy
+926
New +$205K 0.2% 87
2023
Q3 		– Sell
-944
Closed -$208K – 94
2023
Q2 		$208K Sell
944
-167
-15% -$34.8K 0.19% 90
2023
Q1 		$227K Sell
1,111
-24
-2% -$4.8K 0.22% 88
2022
Q4 		$217K Buy
+1,135
New +$219K 0.22% 88

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $24.6B AUM 15.55% 1-Year Est. Return