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Bickling Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bickling Financial Services’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
-2,118
Closed -$482K – 133
2022
Q1 		$482K Sell
2,118
-180
-8% -$40.5K 0.25% 73
2021
Q4 		$555K Buy
+2,298
New +$542K 0.27% 66

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
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

Bickling Financial Services's VTI Position: Q2 2022 in Review

Bickling Financial Services sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 2,118 shares — an estimated $482K sold.

Bickling Financial Services first reported a position in VTI in Q4 2021 and held it in 2 quarters. The position peaked at $555K in Q4 2021. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

  • Bickling Financial Services reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Bickling Financial Services sold 2,118 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $482K.
  • Bickling Financial Services first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 2 quarters.
  • Bickling Financial Services's Vanguard Total Stock Market ETF position peaked at $555K in Q4 2021.
  • 2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Bickling Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.