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Bel Air Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bel Air Investment 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
2021
Q2 		$3.4M Hold
15,250
– – 0.1% 97
2021
Q1 		$3.15M Buy
+15,250
New +$3.09M 0.1% 104

Other funds holding VTI

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
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Bel Air Investment Advisors's VTI Position: Q2 2021 in Review

Bel Air Investment Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2021 at 15,250 shares worth $3.4M. The position accounts for 0.1% of the portfolio, ranked #97.

Bel Air Investment Advisors first reported a position in VTI in Q1 2021 and has held it in 2 quarters since. 1,865 funds tracked by Wall St. Rank hold VTI as of Q2 2021.

  • Bel Air Investment Advisors held 15,250 shares of Vanguard Total Stock Market ETF worth $3.4M as of Q2 2021.
  • Bel Air Investment Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q2 2021.
  • Vanguard Total Stock Market ETF made up 0.1% of Bel Air Investment Advisors's portfolio in Q2 2021, its #97 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,865 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.