Cascadia Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cascadia Advisory Services’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	$1.04M	Buy	4,689 +340	+8%	+$77.5K	0.21%	114
2021 Q2	$969K	Buy	4,349 +320	+8%	+$69.4K	0.21%	121
2021 Q1	$833K	Buy	+4,029	New	+$815K	0.18%	130
2020 Q3	$909K	Buy	5,339 +1,641	+44%	+$276K	0.25%	116
2020 Q2	$579K	Buy	+3,698	New	+$545K	0.18%	116
2019 Q4	$602K	Buy	+3,680	New	+$577K	0.17%	123

Other funds holding VTI

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

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

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

MFRM

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

Cascadia Advisory Services's VTI Position: Q3 2021 in Review

Cascadia Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.8% in Q3 2021, buying an estimated $77.5K and bringing the position to 4,689 shares worth $1.04M. The position accounts for 0.21% of the portfolio, ranked #114.

Cascadia Advisory Services first reported a position in VTI in Q4 2019 and has held it in 6 quarters since. 1,900 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Cascadia Advisory Services held 4,689 shares of Vanguard Morningstar Total Stock Market ETF worth $1.04M as of Q3 2021.
Cascadia Advisory Services bought 340 Vanguard Morningstar Total Stock Market ETF shares in Q3 2021, an estimated $77.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.21% of Cascadia Advisory Services's portfolio in Q3 2021, its #114 holding.
Cascadia Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 6 quarters since.
1,900 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.