Align Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Align Wealth 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
2022 Q4	$11.7K	Buy	+65	New	+$12.5K	0.01%	127

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Align Wealth Management's VTI Position: Q4 2022 in Review

Align Wealth Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2022: 65 shares worth $11.7K. The stake represents 0.01% of the portfolio and ranks #127 among its holdings.

2,304 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

Align Wealth Management held 65 shares of Vanguard Morningstar Total Stock Market ETF worth $11.7K as of Q4 2022.
Vanguard Morningstar Total Stock Market ETF was a new Align Wealth Management position in Q4 2022.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #127 holding.
2,304 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.