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Sugarloaf Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$2.46M Buy
8,479
+342
+4% +$99.8K 0.46% 34
2024
Q3 		$2.3M Buy
8,137
+250
+3% +$68.2K 0.44% 37
2024
Q2 		$2.11M Buy
7,887
+118
+2% +$30.5K 0.43% 37
2024
Q1 		$2.02M Buy
7,769
+574
+8% +$142K 0.42% 36
2023
Q4 		$1.71M Buy
7,195
+1,215
+20% +$269K 0.41% 37
2023
Q3 		$1.27M Buy
5,980
+460
+8% +$102K 0.32% 44
2023
Q2 		$1.22M Sell
5,520
-173
-3% -$36.1K 0.28% 45
2023
Q1 		$1.16M Buy
5,693
+239
+4% +$47.8K 0.29% 45
2022
Q4 		$1.04M Sell
5,454
-489
-8% -$94.2K 0.26% 45
2022
Q3 		$1.07M Buy
5,943
+609
+11% +$121K 0.27% 48
2022
Q2 		$1.01M Buy
5,334
+66
+1% +$13.6K 0.25% 47
2022
Q1 		$1.2M Buy
5,268
+9
+0.2% +$2.02K 0.28% 41
2021
Q4 		$1.27M Buy
5,259
+11
+0.2% +$2.6K 0.3% 40
2021
Q3 		$1.17M Buy
5,248
+9
+0.2% +$2.05K 0.31% 42
2021
Q2 		$1.17M Buy
5,239
+4,529
+638% +$983K 0.32% 41
2021
Q1 		$1.08M Sell
710
-4,509
-86% -$912K 0.32% 43
2020
Q4 		$1.02M Buy
5,219
+12
+0.2% +$2.19K 0.34% 43
2020
Q3 		$887K Sell
5,207
-139
-3% -$23.4K 0.32% 47
2020
Q2 		$837K Buy
5,346
+14
+0.3% +$2.06K 0.32% 50
2020
Q1 		$687K Buy
5,332
+14
+0.3% +$2.17K 0.31% 49
2019
Q4 		$870K Buy
+5,318
New +$833K 0.37% 48

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Sugarloaf Wealth Management's VTI Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q4 2024, buying an estimated $99.8K and bringing the position to 8,479 shares worth $2.46M. The position accounts for 0.46% of the portfolio, ranked #34.

Sugarloaf Wealth Management first reported a position in VTI in Q4 2019 and has held it in 21 quarters since. 3,175 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Sugarloaf Wealth Management held 8,479 shares of Vanguard Morningstar Total Stock Market ETF worth $2.46M as of Q4 2024.
  • Sugarloaf Wealth Management bought 342 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $99.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.46% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #34 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 21 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.