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BDO Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$1.98M Buy
8,973
+558
+7% +$116K 0.23% 93
2023
Q1 		$1.72M Buy
8,415
+395
+5% +$79.1K 0.21% 94
2022
Q4 		$1.53M Buy
8,020
+286
+4% +$55.1K 0.19% 103
2022
Q3 		$1.39M Sell
7,734
-47
-0.6% -$9.37K 0.18% 106
2022
Q2 		$1.47M Buy
7,781
+58
+0.8% +$11.9K 0.18% 102
2022
Q1 		$1.76M Buy
7,723
+687
+10% +$154K 0.19% 97
2021
Q4 		$1.7M Sell
7,036
-70
-1% -$16.5K 0.18% 101
2021
Q3 		$1.58M Buy
7,106
+120
+2% +$27.4K 0.17% 101
2021
Q2 		$1.56M Buy
6,986
+722
+12% +$157K 0.17% 102
2021
Q1 		$1.29M Sell
6,264
-266
-4% -$53.8K 0.15% 112
2020
Q4 		$1.27M Buy
6,530
+109
+2% +$19.9K 0.18% 90
2020
Q3 		$1.09M Buy
6,421
+3,018
+89% +$508K 0.18% 87
2020
Q2 		$533K Buy
3,403
+34
+1% +$5.01K 0.09% 124
2020
Q1 		$434K Sell
3,369
-82
-2% -$12.7K 0.09% 128
2019
Q4 		$565K Buy
3,451
+271
+9% +$42.5K 0.15% 108
2019
Q3 		$480K Sell
3,180
-319
-9% -$48.1K 0.12% 119
2019
Q2 		$525K Sell
3,499
-465
-12% -$68.5K 0.14% 109
2019
Q1 		$574K Buy
3,964
+377
+11% +$52.6K 0.17% 102
2018
Q4 		$458K Buy
3,587
+108
+3% +$14.9K 0.16% 100
2018
Q3 		$521K Buy
3,479
+165
+5% +$24.3K 0.17% 94
2018
Q2 		$465K Buy
3,314
+446
+16% +$62.2K 0.16% 97
2018
Q1 		$389K Buy
2,868
+153
+6% +$21.5K 0.15% 98
2017
Q4 		$373K Buy
2,715
+20
+0.7% +$2.68K 0.17% 92
2017
Q3 		$349K Sell
2,695
-50
-2% -$6.33K 0.17% 83
2017
Q2 		$342K Buy
+2,745
New +$338K 0.15% 100

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's VTI Position: Q2 2023 in Review

BDO Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 6.6% in Q2 2023, buying an estimated $116K and bringing the position to 8,973 shares worth $1.98M. The position accounts for 0.23% of the portfolio, ranked #93.

BDO Wealth Advisors first reported a position in VTI in Q2 2017 and has held it in 25 quarters since. 2,379 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

  • BDO Wealth Advisors held 8,973 shares of Vanguard Total Stock Market ETF worth $1.98M as of Q2 2023.
  • BDO Wealth Advisors bought 558 Vanguard Total Stock Market ETF shares in Q2 2023, an estimated $116K.
  • Vanguard Total Stock Market ETF made up 0.23% of BDO Wealth Advisors's portfolio in Q2 2023, its #93 holding.
  • BDO Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2017 and has held it in 25 quarters since.
  • 2,379 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.