Starfox Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Starfox Financial 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	$23.4M	Buy	93,719 +1,117	+1%	+$276K	19.86%	1
2023 Q4	$22M	Buy	92,602 +3,627	+4%	+$802K	20.32%	1
2023 Q3	$19.2M	Buy	88,975 +5,537	+7%	+$1.23M	20.73%	1
2023 Q2	$18.4M	Sell	83,438 -403	-0.5%	-$84.1K	18.92%	1
2023 Q1	$17.2M	Sell	83,841 -591	-0.7%	-$118K	17.91%	1
2022 Q4	$16.1M	Sell	84,432 -497	-0.6%	-$95.8K	16.1%	1
2022 Q3	$15.2M	Sell	84,929 -13,629	-14%	-$2.72M	14.88%	1
2022 Q2	$19.6M	Hold	98,558	–	–	15.52%	1
2022 Q1	$19.6M	Buy	98,558 +13,743	+16%	+$3.09M	15.52%	1
2021 Q4	$19.3M	Buy	+84,815	New	+$20M	16.85%	1

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Starfox Financial Services's VTI Position: Q1 2024 in Review

Starfox Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q1 2024, buying an estimated $276K and bringing the position to 93,719 shares worth $23.4M. The position accounts for 19.86% of the portfolio, ranked #1.

Starfox Financial Services first reported a position in VTI in Q4 2021 and has held it in 10 quarters since. 2,738 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

Starfox Financial Services held 93,719 shares of Vanguard Morningstar Total Stock Market ETF worth $23.4M as of Q1 2024.
Starfox Financial Services bought 1,117 Vanguard Morningstar Total Stock Market ETF shares in Q1 2024, an estimated $276K.
Vanguard Morningstar Total Stock Market ETF made up 19.86% of Starfox Financial Services's portfolio in Q1 2024, its #1 holding.
Starfox Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 10 quarters since.
2,738 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2024.

Based on Starfox Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.