WIM
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Wittenberg Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wittenberg Investment Management’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
Q4 		– Sell
-798
Closed -$226K – 82
2024
Q3 		$226K Sell
798
-2,000
-71% -$546K 0.07% 76
2024
Q2 		$748K Hold
2,798
– – 0.26% 47
2024
Q1 		$727K Hold
2,798
– – 0.25% 50
2023
Q4 		$664K Hold
2,798
– – 0.23% 51
2023
Q3 		$594K Hold
2,798
– – 0.22% 54
2023
Q2 		$616K Hold
2,798
– – 0.22% 51
2023
Q1 		$571K Buy
2,798
+11
+0.4% +$2.2K 0.21% 54
2022
Q4 		$533K Buy
2,787
+14
+0.5% +$2.7K 0.22% 52
2022
Q3 		$498K Sell
2,773
-238
-8% -$47.4K 0.21% 56
2022
Q2 		$568K Buy
+3,011
New +$619K 0.24% 52

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Wittenberg Investment Management's VTI Position: Q4 2024 in Review

Wittenberg Investment Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 798 shares — an estimated $226K sold.

Wittenberg Investment Management first reported a position in VTI in Q2 2022 and held it in 10 quarters. The position peaked at $748K in Q2 2024. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Wittenberg Investment Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Wittenberg Investment Management sold 798 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $226K.
  • Wittenberg Investment Management first reported a position in Vanguard Total Stock Market ETF in Q2 2022 and held it in 10 quarters.
  • Wittenberg Investment Management's Vanguard Total Stock Market ETF position peaked at $748K in Q2 2024.
  • 3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on Wittenberg Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.