Breiter Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Breiter Capital 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
2022 Q1	$496K	Buy	2,180 +201	+10%	+$45.2K	0.25%	81
2021 Q4	$478K	Hold	1,979	–	–	0.23%	88
2021 Q3	$439K	Hold	1,979	–	–	0.25%	90
2021 Q2	$441K	Buy	+1,979	New	+$429K	0.24%	92

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Breiter Capital Management's VTI Position: Q1 2022 in Review

Breiter Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q1 2022, buying an estimated $45.2K and bringing the position to 2,180 shares worth $496K. The position accounts for 0.25% of the portfolio, ranked #81.

Breiter Capital Management first reported a position in VTI in Q2 2021 and has held it in 4 quarters since. 2,226 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Breiter Capital Management held 2,180 shares of Vanguard Morningstar Total Stock Market ETF worth $496K as of Q1 2022.
Breiter Capital Management bought 201 Vanguard Morningstar Total Stock Market ETF shares in Q1 2022, an estimated $45.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.25% of Breiter Capital Management's portfolio in Q1 2022, its #81 holding.
Breiter Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 4 quarters since.
2,226 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.