BGDI
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BW Gestao de Investimentos’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BW Gestao de Investimentos’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
Q4 		– Sell
-20,560
Closed -$4.37M – 120
2023
Q3 		$4.37M Buy
20,560
+6,635
+48% +$1.47M 0.51% 42
2023
Q2 		$3.07M Buy
+13,925
New +$2.9M 0.45% 46

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BW Gestao de Investimentos's VTI Position: Q4 2023 in Review

BW Gestao de Investimentos sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2023, closing a stake of 20,560 shares — an estimated $4.37M sold.

BW Gestao de Investimentos first reported a position in VTI in Q2 2023 and held it in 2 quarters. The position peaked at $4.37M in Q3 2023. 2,683 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

  • BW Gestao de Investimentos reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2023 after selling out during the quarter.
  • BW Gestao de Investimentos sold 20,560 Vanguard Morningstar Total Stock Market ETF shares in Q4 2023, an estimated $4.37M.
  • BW Gestao de Investimentos first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and held it in 2 quarters.
  • BW Gestao de Investimentos's Vanguard Morningstar Total Stock Market ETF position peaked at $4.37M in Q3 2023.
  • 2,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2023.

Based on BW Gestao de Investimentos's 13F filing for Q4 2023, filed 9 Feb 2024.