Atlanta Financial Associates’s Vanguard Morningstar 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 New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

RIM

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 Morningstar 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. 1,821 funds tracked by Wall St. Rank hold VTI as of Q1 2021.

Atlanta Financial Associates held 3,510 shares of Vanguard Morningstar Total Stock Market ETF worth $683K as of Q1 2021.
Atlanta Financial Associates left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2021.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q1 2020 and has held it in 5 quarters since.
1,821 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2021.

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