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Castle Financial & Retirement Planning Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$92K Buy
+405
New +$95.6K 0.31% 31

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's VTI Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2021: 405 shares worth $92K. The stake represents 0.31% of the portfolio and ranks #31 among its holdings.

2,232 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 405 shares of Vanguard Morningstar Total Stock Market ETF worth $92K as of Q4 2021.
  • Vanguard Morningstar Total Stock Market ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Vanguard Morningstar Total Stock Market ETF made up 0.31% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #31 holding.
  • 2,232 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.