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Advanced Research Investment Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History

Advanced Research Investment Solutions’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
-16,155
Closed -$3.83M – 28
2023
Q4 		$3.83M Buy
16,155
+1
+0% +$221 2.39% 6
2023
Q3 		$3.43M Buy
16,154
+49
+0.3% +$10.8K 2.22% 6
2023
Q2 		$3.55M Sell
16,105
-6,001
-27% -$1.25M 2.04% 6
2023
Q1 		$4.51M Sell
22,106
-126
-0.6% -$25.2K 2.58% 6
2022
Q4 		$4.25M Buy
22,232
+94
+0.4% +$18.1K 2.67% 6
2022
Q3 		$3.97M Sell
22,138
-18,863
-46% -$3.76M 2.45% 6
2022
Q2 		$7.73M Sell
41,001
-1,345
-3% -$276K 4.3% 3
2022
Q1 		$9.64M Buy
42,346
+1,709
+4% +$384K 4.03% 4
2021
Q4 		$9.81M Buy
40,637
+4,564
+13% +$1.08M 3.57% 4
2021
Q3 		$8.01M Buy
36,073
+16,501
+84% +$3.76M 4.1% 3
2021
Q2 		$4.36M Buy
19,572
+18,297
+1,435% +$3.97M 3.92% 3
2021
Q1 		$264K Buy
+1,275
New +$258K 0.31% 11
2020
Q1 		– Sell
-3,435
Closed -$562K – 22
2019
Q4 		$562K Buy
+3,435
New +$538K 4.38% 6

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 $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advanced Research Investment Solutions's VTI Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 16,155 shares — an estimated $3.83M sold.

Advanced Research Investment Solutions first reported a position in VTI in Q4 2019 and held it in 13 quarters. The position peaked at $9.81M in Q4 2021. 2,733 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

  • Advanced Research Investment Solutions reported no remaining Vanguard Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 16,155 Vanguard Total Stock Market ETF shares in Q1 2024, an estimated $3.83M.
  • Advanced Research Investment Solutions first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 13 quarters.
  • Advanced Research Investment Solutions's Vanguard Total Stock Market ETF position peaked at $9.81M in Q4 2021.
  • 2,733 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.