VTI - Why VTI Is My Largest ETF Holding
2024-03-05 09:00:00 ET
Summary
- I define Core ETFs as index-based investments designed to match specific market segments, with a preference to low-fee ones.
- This article reviews the Vanguard Total Stock Market Index Fund ETF and then compares holding it versus Vanguard's three market-cap ETFs in two allocation scenarios.
- Investors should stick with one ETF provider when buying funds in multiple market-cap sectors. Adding active-managed ETFs or CEFs can enhance portfolio allocation and potentially add Alpha.
- I rate VTI as a Buy as a core ETF for US equity exposure.
Introduction
Regular readers are familiar with my use of the term "Core ETF". For others, those are low-cost, index-based investments that are designed to match the market segment their index focuses on. From that long-term outlook platform, one would add actively-managed ETFs or CEFs for those comfortable with leverage, to enhance their portfolio allocation with the goal of adding Alpha....
Why VTI Is My Largest ETF Holding