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

Triton 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	$423K	Hold	1,440	–	–	0.22%	52
2024 Q3	$404K	Buy	1,440 +3	+0.2%	+$818	0.23%	47
2024 Q2	$393K	Buy	1,437 +226	+19%	+$58.5K	0.23%	46
2024 Q1	$303K	Buy	1,211 +4	+0.3%	+$990	0.21%	56
2023 Q4	$282K	Buy	1,207 +4	+0.3%	+$884	0.18%	56
2023 Q3	$259K	Buy	1,203 +116	+11%	+$25.7K	0.17%	59
2023 Q2	$244K	Buy	1,087 +4	+0.4%	+$834	0.14%	69
2023 Q1	$233K	Buy	1,083 +5	+0.5%	+$1K	0.14%	65
2022 Q4	$215K	Sell	1,078 -17	-2%	-$3.28K	0.13%	73
2022 Q3	$208K	Buy	1,095 +4	+0.4%	+$797	0.12%	73
2022 Q2	$224K	Buy	+1,091	New	+$224K	0.16%	73

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

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

Triton Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2024 at 1,440 shares worth $423K. The position accounts for 0.22% of the portfolio, ranked #52.

Triton Wealth Management first reported a position in VTI in Q2 2022 and has held it in 11 quarters since. 3,178 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

Triton Wealth Management held 1,440 shares of Vanguard Morningstar Total Stock Market ETF worth $423K as of Q4 2024.
Triton Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2024.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of Triton Wealth Management's portfolio in Q4 2024, its #52 holding.
Triton Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 11 quarters since.
3,178 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Triton Wealth Management's 13F filing for Q4 2024, filed 18 Mar 2025.