Susquehanna Foundation’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Susquehanna Foundation’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 Q3	$1.07M	Hold	3,775	–	–	0.32%	4
2024 Q2	$1.01M	Hold	3,775	–	–	0.31%	4
2024 Q1	$981K	Hold	3,775	–	–	0.32%	4
2023 Q4	$896K	Hold	3,775	–	–	0.32%	4
2023 Q3	$802K	Hold	3,775	–	–	0.33%	4
2023 Q2	$832K	Hold	3,775	–	–	0.33%	4
2023 Q1	$770K	Hold	3,775	–	–	0.35%	4
2022 Q4	$722K	Hold	3,775	–	–	0.39%	4
2022 Q3	$677K	Hold	3,775	–	–	0.37%	4
2022 Q2	$712K	Hold	3,775	–	–	0.37%	4
2022 Q1	$859K	Hold	3,775	–	–	0.31%	5
2021 Q4	$911K	Hold	3,775	–	–	0.23%	5
2021 Q3	$838K	Hold	3,775	–	–	0.2%	5
2021 Q2	$841K	Hold	3,775	–	–	0.18%	5
2021 Q1	$780K	Hold	3,775	–	–	0.18%	5
2020 Q4	$735K	Hold	3,775	–	–	0.16%	5
2020 Q3	$643K	Hold	3,775	–	–	0.34%	4
2020 Q2	$591K	Hold	3,775	–	–	0.35%	4
2020 Q1	$487K	Hold	3,775	–	–	0.37%	4
2019 Q4	$618K	Hold	3,775	–	–	0.42%	4
2019 Q3	$570K	Hold	3,775	–	–	0.44%	4
2019 Q2	$567K	Hold	3,775	–	–	0.44%	4
2019 Q1	$546K	Hold	3,775	–	–	0.44%	4
2018 Q4	$482K	Hold	3,775	–	–	0.45%	4
2018 Q3	$565K	Buy	3,775 +575	+18%	+$84.6K	0.44%	4
2018 Q2	$449K	Buy	3,200 +400	+14%	+$55.8K	0.37%	4
2018 Q1	$380K	Buy	+2,800	New	+$393K	0.34%	4

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Susquehanna Foundation's VTI Position: Q3 2024 in Review

Susquehanna Foundation held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2024 at 3,775 shares worth $1.07M. The position accounts for 0.32% of the portfolio, ranked #4.

Susquehanna Foundation first reported a position in VTI in Q1 2018 and has held it in 27 quarters since. 2,851 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

Susquehanna Foundation held 3,775 shares of Vanguard Morningstar Total Stock Market ETF worth $1.07M as of Q3 2024.
Susquehanna Foundation left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2024.
Vanguard Morningstar Total Stock Market ETF made up 0.32% of Susquehanna Foundation's portfolio in Q3 2024, its #4 holding.
Susquehanna Foundation first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 27 quarters since.
2,851 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Susquehanna Foundation's 13F filing for Q3 2024, filed 14 Nov 2024.