Cardan Capital Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cardan Capital Partners’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
2021 Q3	$409K	Hold	1,840	–	–	0.05%	169
2021 Q2	$410K	Hold	1,840	–	–	0.05%	172
2021 Q1	$380K	Hold	1,840	–	–	0.05%	166
2020 Q4	$358K	Hold	1,840	–	–	0.04%	165
2020 Q3	$313K	Hold	1,840	–	–	0.04%	174
2020 Q2	$288K	Buy	1,840 +80	+5%	+$11.8K	0.04%	183
2020 Q1	$227K	Sell	1,760 -201	-10%	-$31.1K	0.04%	173
2019 Q4	$321K	Buy	1,961 +301	+18%	+$47.2K	0.04%	155
2019 Q3	$251K	Hold	1,660	–	–	0.04%	171
2019 Q2	$249K	Buy	+1,660	New	+$244K	0.04%	154

Other funds holding VTI

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

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Cardan Capital Partners's VTI Position: Q3 2021 in Review

Cardan Capital Partners held its Vanguard Total Stock Market ETF (VTI) position steady in Q3 2021 at 1,840 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #169.

Cardan Capital Partners first reported a position in VTI in Q2 2019 and has held it in 10 quarters since. The position peaked at $410K in Q2 2021. 1,899 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Cardan Capital Partners held 1,840 shares of Vanguard Total Stock Market ETF worth $409K as of Q3 2021.
Cardan Capital Partners left its Vanguard Total Stock Market ETF share count unchanged in Q3 2021.
Vanguard Total Stock Market ETF made up 0.05% of Cardan Capital Partners's portfolio in Q3 2021, its #169 holding.
Cardan Capital Partners first reported a position in Vanguard Total Stock Market ETF in Q2 2019 and has held it in 10 quarters since.
Cardan Capital Partners's Vanguard Total Stock Market ETF position peaked at $410K in Q2 2021.
1,899 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.