Briggs Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Briggs Advisory Group’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
2023 Q3	$6.25M	Sell	29,434 -4,135	-12%	-$915K	3.58%	8
2023 Q2	$7.39M	Sell	33,569 -1,143	-3%	-$238K	4.13%	6
2023 Q1	$7.08M	Sell	34,712 -358	-1%	-$71.7K	4.2%	6
2022 Q4	$6.71M	Buy	35,070 +17,907	+104%	+$3.45M	4.27%	6
2022 Q3	$3.08M	Buy	17,163 +5,955	+53%	+$1.19M	2.31%	9
2022 Q2	$2.11M	Buy	11,208 +7,634	+214%	+$1.57M	1.54%	11
2022 Q1	$814K	Buy	3,574 +1,048	+41%	+$236K	0.54%	25
2021 Q4	$610K	Buy	+2,526	New	+$596K	0.42%	31

Other funds holding VTI

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

Betterment LLC New York $59.1B AUM 18.41% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Briggs Advisory Group's VTI Position: Q3 2023 in Review

Briggs Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q3 2023, selling an estimated $915K and leaving 29,434 shares worth $6.25M. The position accounts for 3.58% of the portfolio, ranked #8.

Briggs Advisory Group first reported a position in VTI in Q4 2021 and has held it in 8 quarters since. The position peaked at $7.39M in Q2 2023. 2,404 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

Briggs Advisory Group held 29,434 shares of Vanguard Morningstar Total Stock Market ETF worth $6.25M as of Q3 2023.
Briggs Advisory Group sold 4,135 Vanguard Morningstar Total Stock Market ETF shares in Q3 2023, an estimated $915K.
Vanguard Morningstar Total Stock Market ETF made up 3.58% of Briggs Advisory Group's portfolio in Q3 2023, its #8 holding.
Briggs Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $7.39M in Q2 2023.
2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.