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Atlanta Financial Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Atlanta Financial Associates’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
Q1 		$683K Hold
3,510
– – 0.32% 30
2020
Q4 		$683K Buy
3,510
+18
+0.5% +$3.29K 0.32% 30
2020
Q3 		$595K Buy
3,492
+318
+10% +$53.5K 0.31% 29
2020
Q2 		$497K Buy
3,174
+11
+0.3% +$1.62K 0.28% 33
2020
Q1 		$408K Buy
+3,163
New +$489K 0.32% 30

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
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
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Atlanta Financial Associates's VTI Position: Q1 2021 in Review

Atlanta Financial Associates held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2021 at 3,510 shares worth $683K. The position accounts for 0.32% of the portfolio, ranked #30.

Atlanta Financial Associates first reported a position in VTI in Q1 2020 and has held it in 5 quarters since. 1,819 funds tracked by Wall St. Rank hold VTI as of Q1 2021.

  • Atlanta Financial Associates held 3,510 shares of Vanguard Total Stock Market ETF worth $683K as of Q1 2021.
  • Atlanta Financial Associates left its Vanguard Total Stock Market ETF share count unchanged in Q1 2021.
  • Vanguard Total Stock Market ETF made up 0.32% of Atlanta Financial Associates's portfolio in Q1 2021, its #30 holding.
  • Atlanta Financial Associates first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and has held it in 5 quarters since.
  • 1,819 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.