Atlanta Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Atlanta Capital 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 Q1	–	Sell	-891	Closed	-$215K	–	169
2021 Q4	$215K	Buy	+891	New	+$210K	﹤0.01%	171

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Atlanta Capital Management's VTI Position: Q1 2022 in Review

Atlanta Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 891 shares — an estimated $215K sold.

Atlanta Capital Management first reported a position in VTI in Q4 2021 and held it in 1 quarter. The position peaked at $215K in Q4 2021. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Atlanta Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Atlanta Capital Management sold 891 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $215K.
Atlanta Capital Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 1 quarter.
Atlanta Capital Management's Vanguard Total Stock Market ETF position peaked at $215K in Q4 2021.
2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on Atlanta Capital Management's 13F filing for Q1 2022, filed 13 May 2022.