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

Azimuth 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	$8.15M	Buy	35,814 +1,478	+4%	+$332K	0.35%	107
2021 Q4	$8.29M	Buy	34,336 +110	+0.3%	+$26K	0.33%	113
2021 Q3	$7.6M	Sell	34,226 -310	-0.9%	-$70.7K	0.33%	116
2021 Q2	$7.7M	Buy	34,536 +436	+1%	+$94.6K	0.33%	112
2021 Q1	$7.05M	Buy	34,100 +475	+1%	+$96.1K	0.33%	114
2020 Q4	$6.54M	Hold	33,625	–	–	0.32%	111
2020 Q3	$5.73M	Hold	33,625	–	–	0.34%	104
2020 Q2	$5.26M	Buy	33,625 +4,675	+16%	+$689K	0.33%	100
2020 Q1	$3.73M	Buy	28,950 +300	+1%	+$46.4K	0.28%	109
2019 Q4	$4.69M	Hold	28,650	–	–	0.28%	117
2019 Q3	$4.33M	Sell	28,650 -668	-2%	-$101K	0.28%	121
2019 Q2	$4.4M	Sell	29,318 -13,314	-31%	-$1.96M	0.29%	117
2019 Q1	$6.17M	Buy	42,632 +725	+2%	+$101K	0.41%	85
2018 Q4	$5.35M	Buy	41,907 +40,182	+2,329%	+$5.55M	0.41%	81
2018 Q3	$258K	Hold	1,725	–	–	0.02%	271
2018 Q2	$242K	Hold	1,725	–	–	0.02%	269
2018 Q1	$234K	Buy	1,725 +75	+5%	+$10.5K	0.02%	271
2017 Q4	$226K	Hold	1,650	–	–	0.02%	279
2017 Q3	$214K	Buy	+1,650	New	+$209K	0.02%	281

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

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

Azimuth Capital Management increased its Vanguard Total Stock Market ETF (VTI) stake by 4.3% in Q1 2022, buying an estimated $332K and bringing the position to 35,814 shares worth $8.15M. The position accounts for 0.35% of the portfolio, ranked #107.

Azimuth Capital Management first reported a position in VTI in Q3 2017 and has held it in 19 quarters since. The position peaked at $8.29M in Q4 2021. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Azimuth Capital Management held 35,814 shares of Vanguard Total Stock Market ETF worth $8.15M as of Q1 2022.
Azimuth Capital Management bought 1,478 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $332K.
Vanguard Total Stock Market ETF made up 0.35% of Azimuth Capital Management's portfolio in Q1 2022, its #107 holding.
Azimuth Capital Management first reported a position in Vanguard Total Stock Market ETF in Q3 2017 and has held it in 19 quarters since.
Azimuth Capital Management's Vanguard Total Stock Market ETF position peaked at $8.29M in Q4 2021.
2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

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