Wealthgate Family Office’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealthgate Family Office’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	$2.06M	Buy	7,284 +25	+0.3%	+$6.82K	5.74%	4
2024 Q2	$1.94M	Hold	7,259	–	–	4.78%	6
2024 Q1	$1.89M	Buy	7,259 +26	+0.4%	+$6.43K	4.9%	6
2023 Q4	$1.72M	Buy	7,233 +30	+0.4%	+$6.63K	4.75%	6
2023 Q3	$1.53M	Buy	7,203 +27	+0.4%	+$5.98K	4.76%	7
2023 Q2	$1.58M	Buy	7,176 +28	+0.4%	+$5.84K	4.62%	7
2023 Q1	$1.46M	Sell	7,148 -702	-9%	-$141K	4.2%	7
2022 Q4	$1.5M	Buy	7,850 +38	+0.5%	+$7.32K	4.08%	7
2022 Q3	$1.4M	Buy	7,812 +34	+0.4%	+$6.78K	3.73%	7
2022 Q2	$1.47M	Buy	7,778 +30	+0.4%	+$6.16K	3.62%	8
2022 Q1	$1.76M	Buy	7,748 +24	+0.3%	+$5.4K	3.54%	9
2021 Q4	$1.86M	Buy	7,724 +27	+0.4%	+$6.37K	2.9%	9
2021 Q3	$1.71M	Buy	7,697 +25	+0.3%	+$5.7K	2.63%	8
2021 Q2	$1.71M	Buy	7,672 +23	+0.3%	+$4.99K	3.37%	8
2021 Q1	$1.58M	Buy	7,649 +25	+0.3%	+$5.06K	2.15%	9
2020 Q4	$1.48M	Buy	+7,624	New	+$1.39M	2.22%	9

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Wealthgate Family Office's VTI Position: Q3 2024 in Review

Wealthgate Family Office increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.34% in Q3 2024, buying an estimated $6.82K and bringing the position to 7,284 shares worth $2.06M. The position accounts for 5.74% of the portfolio, ranked #4.

Wealthgate Family Office first reported a position in VTI in Q4 2020 and has held it in 16 quarters since. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

Wealthgate Family Office held 7,284 shares of Vanguard Morningstar Total Stock Market ETF worth $2.06M as of Q3 2024.
Wealthgate Family Office bought 25 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $6.82K.
Vanguard Morningstar Total Stock Market ETF made up 5.74% of Wealthgate Family Office's portfolio in Q3 2024, its #4 holding.
Wealthgate Family Office first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 16 quarters since.
2,847 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.