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Bank of the West’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bank of the West’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
Q4 		$1.18M Sell
6,187
-1,631
-21% -$314K 0.14% 129
2022
Q3 		$1.4M Buy
7,818
+3,551
+83% +$708K 0.18% 112
2022
Q2 		$805K Buy
4,267
+1,980
+87% +$407K 0.1% 139
2022
Q1 		$521K Hold
2,287
– – 0.05% 161
2021
Q4 		$552K Sell
2,287
-326
-12% -$77K 0.05% 162
2021
Q3 		$580K Hold
2,613
– – 0.06% 158
2021
Q2 		$582K Hold
2,613
– – 0.06% 159
2021
Q1 		$540K Buy
2,613
+971
+59% +$196K 0.06% 162
2020
Q4 		$320K Hold
1,642
– – 0.04% 184
2020
Q3 		$280K Hold
1,642
– – 0.04% 187
2020
Q2 		$257K Sell
1,642
-670
-29% -$98.8K 0.03% 219
2020
Q1 		$298K Hold
2,312
– – 0.05% 217
2019
Q4 		$378K Hold
2,312
– – 0.04% 221
2019
Q3 		$349K Buy
2,312
+237
+11% +$35.7K 0.04% 224
2019
Q2 		$311K Hold
2,075
– – 0.04% 237
2019
Q1 		$300K Sell
2,075
-1,988
-49% -$277K 0.04% 242
2018
Q4 		$519K Hold
4,063
– – 0.06% 204
2018
Q3 		$608K Hold
4,063
– – 0.07% 201
2018
Q2 		$571K Hold
4,063
– – 0.07% 213
2018
Q1 		$551K Sell
4,063
-78
-2% -$10.9K 0.07% 212
2017
Q4 		$568K Sell
4,141
-2,406
-37% -$322K 0.07% 195
2017
Q3 		$848K Buy
6,547
+2,484
+61% +$315K 0.11% 167
2017
Q2 		$506K Sell
4,063
-253
-6% -$31.2K 0.07% 206
2017
Q1 		$524K Hold
4,316
– – 0.07% 209
2016
Q4 		$498K Buy
4,316
+1,988
+85% +$224K 0.07% 205
2016
Q3 		$259K Buy
2,328
+460
+25% +$51K 0.04% 263
2016
Q2 		$200K Buy
+1,868
New +$198K 0.03% 288

Other funds holding VTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Bank of the West's VTI Position: Q4 2022 in Review

Bank of the West reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q4 2022, selling an estimated $314K and leaving 6,187 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #129.

Bank of the West first reported a position in VTI in Q2 2016 and has held it in 27 quarters since. The position peaked at $1.4M in Q3 2022. 2,302 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

  • Bank of the West held 6,187 shares of Vanguard Morningstar Total Stock Market ETF worth $1.18M as of Q4 2022.
  • Bank of the West sold 1,631 Vanguard Morningstar Total Stock Market ETF shares in Q4 2022, an estimated $314K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Bank of the West's portfolio in Q4 2022, its #129 holding.
  • Bank of the West first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2016 and has held it in 27 quarters since.
  • Bank of the West's Vanguard Morningstar Total Stock Market ETF position peaked at $1.4M in Q3 2022.
  • 2,302 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.