BT Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

BT 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
2022 Q2	$1.76M	Hold	9,312	–	–	0.49%	17
2022 Q1	$2.12M	Sell	9,312 -42	-0.4%	-$9.45K	0.55%	16
2021 Q4	$2.26M	Hold	9,354	–	–	0.61%	15
2021 Q3	$2.08M	Sell	9,354 -2,269	-20%	-$517K	0.65%	15
2021 Q2	$2.59M	Hold	11,623	–	–	0.79%	15
2021 Q1	$2.4M	Buy	11,623 +1	+0%	+$202	0.8%	16
2020 Q4	$2.26M	Buy	11,622 +42	+0.4%	+$7.68K	0.84%	15
2020 Q3	$1.97M	Buy	11,580 +12	+0.1%	+$2.02K	0.86%	15
2020 Q2	$1.81M	Sell	11,568 -657	-5%	-$96.9K	0.92%	12
2020 Q1	$1.58M	Buy	+12,225	New	+$1.89M	0.9%	14

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

BT Wealth Management's VTI Position: Q2 2022 in Review

BT Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2022 at 9,312 shares worth $1.76M. The position accounts for 0.49% of the portfolio, ranked #17.

BT Wealth Management first reported a position in VTI in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.59M in Q2 2021. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

BT Wealth Management held 9,312 shares of Vanguard Total Stock Market ETF worth $1.76M as of Q2 2022.
BT Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q2 2022.
Vanguard Total Stock Market ETF made up 0.49% of BT Wealth Management's portfolio in Q2 2022, its #17 holding.
BT Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and has held it in 10 quarters since.
BT Wealth Management's Vanguard Total Stock Market ETF position peaked at $2.59M in Q2 2021.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.