Carlsbad Wealth Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Carlsbad Wealth Advisory Group’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 Q2	$518K	Buy	+2,354	New	+$491K	0.33%	28

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carlsbad Wealth Advisory Group's VTI Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2023: 2,354 shares worth $518K. The stake represents 0.33% of the portfolio and ranks #28 among its holdings.

2,383 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

Carlsbad Wealth Advisory Group held 2,354 shares of Vanguard Morningstar Total Stock Market ETF worth $518K as of Q2 2023.
Vanguard Morningstar Total Stock Market ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard Morningstar Total Stock Market ETF made up 0.33% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #28 holding.
2,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.