Daffy Charitable Fund’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Daffy Charitable Fund’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	$71.4M	Buy	+246,239	New	+$71.8M	39.59%	1

Other funds holding VTI

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Daffy Charitable Fund's VTI Position: Q4 2024 in Review

Daffy Charitable Fund opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2024: 246,239 shares worth $71.4M. The stake represents 39.59% of the portfolio and ranks #1 among its holdings.

3,183 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

Daffy Charitable Fund held 246,239 shares of Vanguard Morningstar Total Stock Market ETF worth $71.4M as of Q4 2024.
Vanguard Morningstar Total Stock Market ETF was a new Daffy Charitable Fund position in Q4 2024.
Vanguard Morningstar Total Stock Market ETF made up 39.59% of Daffy Charitable Fund's portfolio in Q4 2024, its #1 holding.
3,183 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Daffy Charitable Fund's 13F filing for Q4 2024, filed 10 Nov 2026.