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

Brookmont 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 Q2	–	Sell	-9,424	Closed	-$2.15M	–	57
2022 Q1	$2.15M	Buy	9,424 +6,644	+239%	+$1.49M	1.29%	30
2021 Q4	$671K	Hold	2,780	–	–	0.35%	42
2021 Q3	$617K	Hold	2,780	–	–	0.36%	42
2021 Q2	$619K	Hold	2,780	–	–	0.37%	42
2021 Q1	$575K	Hold	2,780	–	–	0.37%	44
2020 Q4	$541K	Hold	2,780	–	–	0.38%	46
2020 Q3	$473K	Hold	2,780	–	–	0.35%	44
2020 Q2	$435K	Hold	2,780	–	–	0.35%	43
2020 Q1	$358K	Buy	+2,780	New	+$430K	0.29%	47

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Brookmont Capital Management's VTI Position: Q2 2022 in Review

Brookmont Capital Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 9,424 shares — an estimated $2.15M sold.

Brookmont Capital Management first reported a position in VTI in Q1 2020 and held it in 9 quarters. The position peaked at $2.15M in Q1 2022. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Brookmont Capital Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Brookmont Capital Management sold 9,424 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $2.15M.
Brookmont Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and held it in 9 quarters.
Brookmont Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.15M in Q1 2022.
2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Brookmont Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.