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WIT LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WIT LLC’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
Q1 		– Sell
-58,000
Closed -$13.6M – 21
2023
Q4 		$13.6M Sell
58,000
-2,000
-3% -$442K 0.53% 11
2023
Q3 		$12.7M Buy
60,000
+4,000
+7% +$885K 0.37% 11
2023
Q2 		$12.3M Buy
+56,000
New +$11.7M 0.32% 12

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 $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $860B AUM 41.15% 1-Year Est. Return

WIT LLC's VTI Position: Q1 2024 in Review

WIT LLC sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 58,000 shares — an estimated $13.6M sold.

WIT LLC first reported a position in VTI in Q2 2023 and held it in 3 quarters. The position peaked at $13.6M in Q4 2023. 2,738 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

  • WIT LLC reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
  • WIT LLC sold 58,000 Vanguard Morningstar Total Stock Market ETF shares in Q1 2024, an estimated $13.6M.
  • WIT LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and held it in 3 quarters.
  • WIT LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $13.6M in Q4 2023.
  • 2,738 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2024.

Based on WIT LLC's 13F filing for Q1 2024, filed 15 May 2024.