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AXS Investments’s Vanguard Total Stock Market ETF VTI Stock Holding History

AXS Investments’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 		– Sell
-10,253
Closed -$2.28M – 234
2021
Q3 		$2.28M Buy
+10,253
New +$2.34M 0.85% 23

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

AXS Investments's VTI Position: Q4 2021 in Review

AXS Investments sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2021, closing a stake of 10,253 shares — an estimated $2.28M sold.

AXS Investments first reported a position in VTI in Q3 2021 and held it in 1 quarter. The position peaked at $2.28M in Q3 2021. 2,231 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

  • AXS Investments reported no remaining Vanguard Total Stock Market ETF position as of Q4 2021 after selling out during the quarter.
  • AXS Investments sold 10,253 Vanguard Total Stock Market ETF shares in Q4 2021, an estimated $2.28M.
  • AXS Investments first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and held it in 1 quarter.
  • AXS Investments's Vanguard Total Stock Market ETF position peaked at $2.28M in Q3 2021.
  • 2,231 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2021.

Based on AXS Investments's 13F filing for Q4 2021, filed 9 Feb 2022.