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SWS Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SWS Partners’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 		– Sell
-184
Closed -$49.4K – 296
2024
Q2 		$49.4K Buy
+184
New +$47.6K 0.01% 162
2018
Q2 		– Sell
-168
Closed -$22K – 309
2018
Q1 		$22K Buy
168
+1
+0.6% +$140 0.02% 212
2017
Q4 		$23K Buy
+167
New +$22.3K 0.02% 219

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 $34.6B AUM 29.24% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SWS Partners's VTI Position: Q3 2024 in Review

SWS Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2024, closing a stake of 184 shares — an estimated $49.4K sold.

SWS Partners first reported a position in VTI in Q4 2017 and held it in 3 quarters. The position peaked at $49.4K in Q2 2024. 2,852 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • SWS Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 184 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $49.4K.
  • SWS Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and held it in 3 quarters.
  • SWS Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $49.4K in Q2 2024.
  • 2,852 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.