Cardinal Point Wealth Management Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cardinal Point Wealth Management 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
2023 Q1	$96.8M	Buy	474,065 +25,791	+6%	+$5.16M	29.4%	1
2022 Q4	$85.7M	Buy	448,274 +92,025	+26%	+$17.7M	29.59%	1
2022 Q3	$65M	Buy	356,249 +22,231	+7%	+$4.43M	31.02%	1
2022 Q2	$63M	Buy	334,018 +37,367	+13%	+$7.68M	30.21%	1
2022 Q1	$67.5M	Buy	296,651 +18,324	+7%	+$4.12M	30.11%	1
2021 Q4	$67.2M	Buy	+278,327	New	+$65.7M	29.13%	1

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners's VTI Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 5.8% in Q1 2023, buying an estimated $5.16M and bringing the position to 474,065 shares worth $96.8M. The position accounts for 29.4% of the portfolio, ranked #1.

Cardinal Point Wealth Management Partners first reported a position in VTI in Q4 2021 and has held it in 6 quarters since. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

Cardinal Point Wealth Management Partners held 474,065 shares of Vanguard Total Stock Market ETF worth $96.8M as of Q1 2023.
Cardinal Point Wealth Management Partners bought 25,791 Vanguard Total Stock Market ETF shares in Q1 2023, an estimated $5.16M.
Vanguard Total Stock Market ETF made up 29.4% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #1 holding.
Cardinal Point Wealth Management Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 6 quarters since.
2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.