Blooom Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Blooom Inc’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 Q3	$15.5M	Sell	86,096 -4,151	-5%	-$827K	29.35%	1
2022 Q2	$17M	Sell	90,247 -11,082	-11%	-$2.28M	29.23%	1
2022 Q1	$23.4M	Sell	101,329 -6,460	-6%	-$1.45M	18.75%	2
2021 Q4	$26M	Buy	107,789 +323	+0.3%	+$76.3K	19.58%	2
2021 Q3	$23.9M	Sell	107,466 -2,331	-2%	-$532K	19.79%	2
2021 Q2	$24.5M	Buy	109,797 +1,230	+1%	+$267K	18.25%	2
2021 Q1	$22.4M	Sell	108,567 -962	-0.9%	-$195K	17.56%	2
2020 Q4	$21.2M	Buy	+109,529	New	+$20M	16.98%	2

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blooom Inc's VTI Position: Q3 2022 in Review

Blooom Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.6% in Q3 2022, selling an estimated $827K and leaving 86,096 shares worth $15.5M. The position accounts for 29.35% of the portfolio, ranked #1.

Blooom Inc first reported a position in VTI in Q4 2020 and has held it in 8 quarters since. The position peaked at $26M in Q4 2021. 2,146 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

Blooom Inc held 86,096 shares of Vanguard Morningstar Total Stock Market ETF worth $15.5M as of Q3 2022.
Blooom Inc sold 4,151 Vanguard Morningstar Total Stock Market ETF shares in Q3 2022, an estimated $827K.
Vanguard Morningstar Total Stock Market ETF made up 29.35% of Blooom Inc's portfolio in Q3 2022, its #1 holding.
Blooom Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $26M in Q4 2021.
2,146 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.