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American Research & Management Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

American Research & Management Company’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
Q2 		– Sell
-54
Closed -$12K – 414
2022
Q1 		$12K Hold
54
– – ﹤0.01% 294
2021
Q4 		$13K Hold
54
– – ﹤0.01% 287
2021
Q3 		$12K Buy
+54
New +$12.3K ﹤0.01% 291

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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 $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

American Research & Management Company's VTI Position: Q2 2022 in Review

American Research & Management Company sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 54 shares — an estimated $12K sold.

American Research & Management Company first reported a position in VTI in Q3 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

  • American Research & Management Company reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • American Research & Management Company sold 54 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $12K.
  • American Research & Management Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and held it in 3 quarters.
  • American Research & Management Company's Vanguard Morningstar Total Stock Market ETF position peaked at $13K in Q4 2021.
  • 2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on American Research & Management Company's 13F filing for Q2 2022, filed 22 Jul 2022.