Blue Chip Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Blue Chip Wealth Management’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
2020 Q3	$222K	Buy	1,306 +3	+0.2%	+$505	0.18%	100
2020 Q2	$204K	Buy	+1,303	New	+$192K	0.19%	94
2020 Q1	–	Sell	-1,299	Closed	-$212K	–	106
2019 Q4	$212K	Buy	+1,299	New	+$204K	0.2%	100

Other funds holding VTI

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

RIM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Blue Chip Wealth Management's VTI Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.23% in Q3 2020, buying an estimated $505 and bringing the position to 1,306 shares worth $222K. The position accounts for 0.18% of the portfolio, ranked #100.

Blue Chip Wealth Management first reported a position in VTI in Q4 2019 and has held it in 3 quarters since. 1,559 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

Blue Chip Wealth Management held 1,306 shares of Vanguard Morningstar Total Stock Market ETF worth $222K as of Q3 2020.
Blue Chip Wealth Management bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q3 2020, an estimated $505.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of Blue Chip Wealth Management's portfolio in Q3 2020, its #100 holding.
Blue Chip Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 3 quarters since.
1,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.