Banque Pictet & Cie’s Vanguard Total Stock Market ETF VTI Stock Holding History

Banque Pictet & Cie’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 Q2	–	Sell	-22,737	Closed	-$5.18M	–	685
2022 Q1	$5.18M	Hold	22,737	–	–	0.04%	188
2021 Q4	$5.49M	Hold	22,737	–	–	0.04%	202
2021 Q3	$5.05M	Hold	22,737	–	–	0.05%	154
2021 Q2	$5.07M	Buy	22,737 +3,452	+18%	+$749K	0.06%	153
2021 Q1	$3.99M	Buy	19,285 +11,148	+137%	+$2.26M	0.05%	158
2020 Q4	$1.58M	Buy	+8,137	New	+$1.49M	0.02%	204
2016 Q1	–	Sell	-2,000	Closed	-$209K	–	353
2015 Q4	$209K	Sell	2,000 -16,000	-89%	-$1.69M	0.01%	305
2015 Q3	$1.78M	Sell	18,000 -5,000	-22%	-$525K	0.05%	168
2015 Q2	$2.46M	Hold	23,000	–	–	0.2%	93
2015 Q1	$2.47M	Sell	23,000 -1,550	-6%	-$166K	0.06%	176
2014 Q4	$2.6M	Buy	24,550 +1,045	+4%	+$108K	0.07%	174
2014 Q3	$2.38M	Buy	23,505 +12,505	+114%	+$1.28M	0.06%	173
2014 Q2	$1.12M	Sell	11,000 -1,000	-8%	-$98.6K	0.03%	220
2014 Q1	$1.17M	Hold	12,000	–	–	0.03%	208
2013 Q4	$1.15M	Buy	+12,000	New	+$1.1M	0.03%	206

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Banque Pictet & Cie's VTI Position: Q2 2022 in Review

Banque Pictet & Cie sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 22,737 shares — an estimated $5.18M sold.

Banque Pictet & Cie first reported a position in VTI in Q4 2013 and held it in 15 quarters. The position peaked at $5.49M in Q4 2021. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Banque Pictet & Cie reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Banque Pictet & Cie sold 22,737 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $5.18M.
Banque Pictet & Cie first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and held it in 15 quarters.
Banque Pictet & Cie's Vanguard Total Stock Market ETF position peaked at $5.49M in Q4 2021.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Banque Pictet & Cie's 13F filing for Q2 2022, filed 8 Aug 2022.