TAP Consulting’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TAP Consulting’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	$10.2M	Buy	35,356 +2,215	+7%	+$646K	2.1%	7
2024 Q3	$9.38M	Buy	33,141 +32,240	+3,578%	+$8.79M	1.85%	9
2024 Q2	$241K	Sell	901 -26	-3%	-$6.73K	0.05%	147
2024 Q1	$241K	Sell	927 -3	-0.3%	-$742	0.05%	140
2023 Q4	$221K	Buy	+930	New	+$206K	0.05%	122
2022 Q3	–	Sell	-1,464	Closed	-$276K	–	131
2022 Q2	$276K	Buy	1,464 +22	+2%	+$4.52K	0.08%	107
2022 Q1	$328K	Hold	1,442	–	–	0.09%	115
2021 Q4	$348K	Hold	1,442	–	–	0.08%	113
2021 Q3	$320K	Buy	+1,442	New	+$329K	0.09%	110
2020 Q1	–	Sell	-1,271	Closed	-$208K	–	115
2019 Q4	$208K	Buy	+1,271	New	+$199K	0.12%	105

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

TAP Consulting's VTI Position: Q4 2024 in Review

TAP Consulting increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.7% in Q4 2024, buying an estimated $646K and bringing the position to 35,356 shares worth $10.2M. The position accounts for 2.1% of the portfolio, ranked #7.

TAP Consulting first reported a position in VTI in Q4 2019 and has held it in 10 quarters since. 3,175 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

TAP Consulting held 35,356 shares of Vanguard Morningstar Total Stock Market ETF worth $10.2M as of Q4 2024.
TAP Consulting bought 2,215 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $646K.
Vanguard Morningstar Total Stock Market ETF made up 2.1% of TAP Consulting's portfolio in Q4 2024, its #7 holding.
TAP Consulting first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 10 quarters since.
3,175 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.