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

Altavista 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
2021
Q4 		$3.35M Buy
13,891
+143
+1% +$33.8K 0.68% 38
2021
Q3 		$3.05M Buy
13,748
+372
+3% +$84.8K 0.68% 38
2021
Q2 		$2.98M Sell
13,376
-260
-2% -$56.4K 0.65% 39
2021
Q1 		$2.82M Sell
13,636
-50
-0.4% -$10.1K 0.69% 38
2020
Q4 		$2.66M Buy
13,686
+338
+3% +$61.8K 0.68% 38
2020
Q3 		$2.27M Sell
13,348
-1,155
-8% -$194K 0.63% 38
2020
Q2 		$2.27M Sell
14,503
-520
-3% -$76.7K 0.66% 38
2020
Q1 		$1.94M Buy
15,023
+401
+3% +$62K 0.66% 38
2019
Q4 		$2.39M Buy
14,622
+32
+0.2% +$5.01K 0.71% 40
2019
Q3 		$2.2M Sell
14,590
-637
-4% -$96K 0.68% 40
2019
Q2 		$2.29M Sell
15,227
-24
-0.2% -$3.54K 0.73% 38
2019
Q1 		$2.21M Buy
15,251
+595
+4% +$83K 0.78% 40
2018
Q4 		$1.87M Buy
14,656
+636
+5% +$87.8K 0.76% 41
2018
Q3 		$2.1M Sell
14,020
-372
-3% -$54.7K 0.78% 41
2018
Q2 		$2.02M Buy
14,392
+623
+5% +$86.9K 0.81% 41
2018
Q1 		$1.87M Buy
13,769
+751
+6% +$105K 0.79% 41
2017
Q4 		$1.79M Buy
13,018
+195
+2% +$26.1K 0.76% 42
2017
Q3 		$1.66M Buy
12,823
+241
+2% +$30.5K 0.79% 44
2017
Q2 		$1.57M Buy
12,582
+229
+2% +$28.2K 0.78% 44
2017
Q1 		$1.5M Buy
12,353
+640
+5% +$76.6K 0.75% 45
2016
Q4 		$1.35M Buy
11,713
+1,153
+11% +$130K 0.73% 41
2016
Q3 		$1.18M Buy
10,560
+2,158
+26% +$239K 0.64% 44
2016
Q2 		$900K Sell
8,402
-632
-7% -$67K 0.5% 49
2016
Q1 		$947K Buy
9,034
+1,379
+18% +$137K 0.53% 44
2015
Q4 		$798K Buy
+7,655
New +$806K 0.47% 51

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altavista Wealth Management's VTI Position: Q4 2021 in Review

Altavista Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q4 2021, buying an estimated $33.8K and bringing the position to 13,891 shares worth $3.35M. The position accounts for 0.68% of the portfolio, ranked #38.

Altavista Wealth Management first reported a position in VTI in Q4 2015 and has held it in 25 quarters since. 2,232 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

  • Altavista Wealth Management held 13,891 shares of Vanguard Morningstar Total Stock Market ETF worth $3.35M as of Q4 2021.
  • Altavista Wealth Management bought 143 Vanguard Morningstar Total Stock Market ETF shares in Q4 2021, an estimated $33.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.68% of Altavista Wealth Management's portfolio in Q4 2021, its #38 holding.
  • Altavista Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 25 quarters since.
  • 2,232 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.