BRR OpCo’s Vanguard Total Stock Market ETF VTI Stock Holding History

BRR OpCo’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	-1,780	Closed	-$405K	–	224
2022 Q1	$405K	Buy	+1,780	New	+$400K	0.04%	147
2021 Q4	–	Sell	-2,955	Closed	-$656K	–	230
2021 Q3	$656K	Buy	2,955 +661	+29%	+$151K	0.07%	119
2021 Q2	$511K	Sell	2,294 -220	-9%	-$47.7K	0.06%	140
2021 Q1	$520K	Buy	+2,514	New	+$509K	0.06%	128

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

BRR OpCo's VTI Position: Q2 2022 in Review

BRR OpCo sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 1,780 shares — an estimated $405K sold.

BRR OpCo first reported a position in VTI in Q1 2021 and held it in 4 quarters. The position peaked at $656K in Q3 2021. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

BRR OpCo reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
BRR OpCo sold 1,780 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $405K.
BRR OpCo first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and held it in 4 quarters.
BRR OpCo's Vanguard Total Stock Market ETF position peaked at $656K in Q3 2021.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on BRR OpCo's 13F filing for Q2 2022, filed 4 Aug 2022.