WWP
VTI icon

Walden Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Walden Wealth 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
Q2 		$1.12M Buy
4,186
+11
+0.3% +$2.85K 0.63% 25
2024
Q1 		$1.06M Hold
4,175
– – 0.62% 25
2023
Q4 		$990K Buy
+4,175
New +$923K 0.62% 26

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 $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Walden Wealth Partners's VTI Position: Q2 2024 in Review

Walden Wealth Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 0.26% in Q2 2024, buying an estimated $2.85K and bringing the position to 4,186 shares worth $1.12M. The position accounts for 0.63% of the portfolio, ranked #25.

Walden Wealth Partners first reported a position in VTI in Q4 2023 and has held it in 3 quarters since. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • Walden Wealth Partners held 4,186 shares of Vanguard Total Stock Market ETF worth $1.12M as of Q2 2024.
  • Walden Wealth Partners bought 11 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $2.85K.
  • Vanguard Total Stock Market ETF made up 0.63% of Walden Wealth Partners's portfolio in Q2 2024, its #25 holding.
  • Walden Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 3 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.