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

Cardinal Point 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
2021 Q3	$60.8M	Buy	273,896 +1,903	+0.7%	+$434K	28.59%	1
2021 Q2	$60.6M	Buy	271,993 +11,342	+4%	+$2.46M	27.38%	1
2021 Q1	$53.9M	Buy	260,651 +5,377	+2%	+$1.09M	27.14%	1
2020 Q4	$49.7M	Buy	+255,274	New	+$46.7M	25.24%	1

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

Cardinal Point Wealth Management's VTI Position: Q3 2021 in Review

Cardinal Point Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.7% in Q3 2021, buying an estimated $434K and bringing the position to 273,896 shares worth $60.8M. The position accounts for 28.59% of the portfolio, ranked #1.

Cardinal Point Wealth Management first reported a position in VTI in Q4 2020 and has held it in 4 quarters since. 1,899 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Cardinal Point Wealth Management held 273,896 shares of Vanguard Total Stock Market ETF worth $60.8M as of Q3 2021.
Cardinal Point Wealth Management bought 1,903 Vanguard Total Stock Market ETF shares in Q3 2021, an estimated $434K.
Vanguard Total Stock Market ETF made up 28.59% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #1 holding.
Cardinal Point Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 4 quarters since.
1,899 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.