B, B, H, & B Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History

B, B, H, & B Inc’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	$1.43M	Buy	6,289 +19	+0.3%	+$4.27K	1.35%	18
2021 Q4	$1.51M	Buy	6,270 +21	+0.3%	+$4.96K	1.26%	19
2021 Q3	$1.39M	Buy	6,249 +29	+0.5%	+$6.61K	1.27%	20
2021 Q2	$1.39M	Buy	+6,220	New	+$1.35M	1.35%	20
2021 Q1	–	Sell	-187	Closed	-$36K	–	136
2020 Q4	$36K	Buy	+187	New	+$34.2K	0.03%	66

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

B, B, H, & B Inc's VTI Position: Q1 2022 in Review

B, B, H, & B Inc increased its Vanguard Total Stock Market ETF (VTI) stake by 0.3% in Q1 2022, buying an estimated $4.27K and bringing the position to 6,289 shares worth $1.43M. The position accounts for 1.35% of the portfolio, ranked #18.

B, B, H, & B Inc first reported a position in VTI in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.51M in Q4 2021. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

B, B, H, & B Inc held 6,289 shares of Vanguard Total Stock Market ETF worth $1.43M as of Q1 2022.
B, B, H, & B Inc bought 19 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $4.27K.
Vanguard Total Stock Market ETF made up 1.35% of B, B, H, & B Inc's portfolio in Q1 2022, its #18 holding.
B, B, H, & B Inc first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 5 quarters since.
B, B, H, & B Inc's Vanguard Total Stock Market ETF position peaked at $1.51M in Q4 2021.
2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on B, B, H, & B Inc's 13F filing for Q1 2022, filed 10 May 2022.