Beck Mack & Oliver’s Vanguard Total Stock Market ETF VTI Stock Holding History

Beck Mack & Oliver’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	–	Sell	-1,140	Closed	-$275K	–	203
2021 Q4	$275K	Sell	1,140 -1,935	-63%	-$457K	0.01%	171
2021 Q3	$683K	Sell	3,075 -125	-4%	-$28.5K	0.02%	135
2021 Q2	$713K	Sell	3,200 -450	-12%	-$97.7K	0.02%	131
2021 Q1	$754K	Sell	3,650 -248	-6%	-$50.2K	0.02%	121
2020 Q4	$759K	Sell	3,898 -350	-8%	-$64K	0.03%	123
2020 Q3	$723K	Sell	4,248 -52	-1%	-$8.75K	0.03%	122
2020 Q2	$673K	Sell	4,300 -260	-6%	-$38.3K	0.03%	122
2020 Q1	$588K	Sell	4,560 -721	-14%	-$111K	0.03%	129
2019 Q4	$864K	Sell	5,281 -240	-4%	-$37.6K	0.03%	123
2019 Q3	$834K	Sell	5,521 -850	-13%	-$128K	0.03%	122
2019 Q2	$956K	Sell	6,371 -494	-7%	-$72.8K	0.03%	117
2019 Q1	$993K	Sell	6,865 -2,550	-27%	-$356K	0.04%	117
2018 Q4	$1.2M	Sell	9,415 -485	-5%	-$67K	0.05%	106
2018 Q3	$1.48M	Sell	9,900 -336	-3%	-$49.4K	0.05%	104
2018 Q2	$1.44M	Sell	10,236 -491	-5%	-$68.5K	0.05%	104
2018 Q1	$1.46M	Sell	10,727 -864	-7%	-$121K	0.05%	104
2017 Q4	$1.59M	Sell	11,591 -35	-0.3%	-$4.68K	0.05%	100
2017 Q3	$1.51M	Buy	+11,626	New	+$1.47M	0.05%	102

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

Beck Mack & Oliver's VTI Position: Q1 2022 in Review

Beck Mack & Oliver sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 1,140 shares — an estimated $275K sold.

Beck Mack & Oliver first reported a position in VTI in Q3 2017 and held it in 18 quarters. The position peaked at $1.59M in Q4 2017. 2,226 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Beck Mack & Oliver reported no remaining Vanguard Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Beck Mack & Oliver sold 1,140 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $275K.
Beck Mack & Oliver first reported a position in Vanguard Total Stock Market ETF in Q3 2017 and held it in 18 quarters.
Beck Mack & Oliver's Vanguard Total Stock Market ETF position peaked at $1.59M in Q4 2017.
2,226 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on Beck Mack & Oliver's 13F filing for Q1 2022, filed 16 May 2022.