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Sturgeon Ventures’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sturgeon Ventures’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
2023
Q3 		$99.2K Hold
467
– – 0.13% 21
2023
Q2 		$102K Hold
467
– – 0.14% 20
2023
Q1 		$95.3K Buy
+467
New +$93.5K 0.15% 19

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

Sturgeon Ventures's VTI Position: Q3 2023 in Review

Sturgeon Ventures held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2023 at 467 shares worth $99.2K. The position accounts for 0.13% of the portfolio, ranked #21.

Sturgeon Ventures first reported a position in VTI in Q1 2023 and has held it in 3 quarters since. The position peaked at $102K in Q2 2023. 2,403 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

  • Sturgeon Ventures held 467 shares of Vanguard Morningstar Total Stock Market ETF worth $99.2K as of Q3 2023.
  • Sturgeon Ventures left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2023.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Sturgeon Ventures's portfolio in Q3 2023, its #21 holding.
  • Sturgeon Ventures first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 3 quarters since.
  • Sturgeon Ventures's Vanguard Morningstar Total Stock Market ETF position peaked at $102K in Q2 2023.
  • 2,403 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

Based on Sturgeon Ventures's 13F filing for Q3 2023, filed 17 Oct 2023.