Wealthstar Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealthstar Advisors’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	$24.9M	Buy	+93,051	New	+$24.1M	20.18%	1

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wealthstar Advisors's VTI Position: Q2 2024 in Review

Wealthstar Advisors opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2024: 93,051 shares worth $24.9M. The stake represents 20.18% of the portfolio and ranks #1 among its holdings.

2,776 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

Wealthstar Advisors held 93,051 shares of Vanguard Morningstar Total Stock Market ETF worth $24.9M as of Q2 2024.
Vanguard Morningstar Total Stock Market ETF was a new Wealthstar Advisors position in Q2 2024.
Vanguard Morningstar Total Stock Market ETF made up 20.18% of Wealthstar Advisors's portfolio in Q2 2024, its #1 holding.
2,776 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.