WA
VTI icon

Wambolt & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wambolt & Associates’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 		– Sell
-1,028
Closed -$267K – 220
2024
Q1 		$267K Buy
+1,028
New +$254K 0.08% 194

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 $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wambolt & Associates's VTI Position: Q2 2024 in Review

Wambolt & Associates sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 1,028 shares — an estimated $267K sold.

Wambolt & Associates first reported a position in VTI in Q1 2024 and held it in 1 quarter. The position peaked at $267K in Q1 2024. 2,776 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • Wambolt & Associates reported no remaining Vanguard Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Wambolt & Associates sold 1,028 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $267K.
  • Wambolt & Associates first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and held it in 1 quarter.
  • Wambolt & Associates's Vanguard Total Stock Market ETF position peaked at $267K in Q1 2024.
  • 2,776 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Wambolt & Associates's 13F filing for Q2 2024, filed 8 Aug 2024.