Berman Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Berman Capital 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 Q3	$9.52M	Buy	42,892 +715	+2%	+$163K	1.5%	12
2021 Q2	$9.4M	Sell	42,177 -87	-0.2%	-$18.9K	1.5%	13
2021 Q1	$8.73M	Sell	42,264 -1,325	-3%	-$268K	1.83%	9
2020 Q4	$8.48M	Buy	43,589 +1,810	+4%	+$331K	2.03%	9
2020 Q3	$7.12M	Sell	41,779 -701	-2%	-$118K	2.02%	10
2020 Q2	$6.65M	Sell	42,480 -723	-2%	-$107K	1.74%	11
2020 Q1	$5.57M	Buy	43,203 +8,128	+23%	+$1.26M	1.8%	12
2019 Q4	$5.74M	Buy	35,075 +432	+1%	+$67.7K	1.65%	15
2019 Q3	$5.23M	Buy	34,643 +5,915	+21%	+$892K	1.63%	14
2019 Q2	$4.31M	Buy	28,728 +3,223	+13%	+$475K	1.37%	17
2019 Q1	$3.69M	Sell	25,505 -2,965	-10%	-$414K	1.24%	18
2018 Q4	$3.63M	Buy	28,470 +4,206	+17%	+$581K	1.43%	17
2018 Q3	$3.63M	Sell	24,264 -5,746	-19%	-$846K	1.53%	15
2018 Q2	$4.21M	Buy	30,010 +13,738	+84%	+$1.92M	1.47%	17
2018 Q1	$2.21M	Sell	16,272 -4,420	-21%	-$620K	0.84%	24
2017 Q4	$2.84M	Buy	+20,692	New	+$2.77M	0.94%	23

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

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

Berman Capital Advisors's VTI Position: Q3 2021 in Review

Berman Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q3 2021, buying an estimated $163K and bringing the position to 42,892 shares worth $9.52M. The position accounts for 1.5% of the portfolio, ranked #12.

Berman Capital Advisors first reported a position in VTI in Q4 2017 and has held it in 16 quarters since. 1,900 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Berman Capital Advisors held 42,892 shares of Vanguard Morningstar Total Stock Market ETF worth $9.52M as of Q3 2021.
Berman Capital Advisors bought 715 Vanguard Morningstar Total Stock Market ETF shares in Q3 2021, an estimated $163K.
Vanguard Morningstar Total Stock Market ETF made up 1.5% of Berman Capital Advisors's portfolio in Q3 2021, its #12 holding.
Berman Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 16 quarters since.
1,900 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.