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CFO4Life’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CFO4Life’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
2022
Q4 		$10.9M Buy
+57,219
New +$11M 2.33% 10

Other funds holding VTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

CFO4Life's VTI Position: Q4 2022 in Review

CFO4Life opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2022: 57,219 shares worth $10.9M. The stake represents 2.33% of the portfolio and ranks #10 among its holdings.

2,302 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

  • CFO4Life held 57,219 shares of Vanguard Morningstar Total Stock Market ETF worth $10.9M as of Q4 2022.
  • Vanguard Morningstar Total Stock Market ETF was a new CFO4Life position in Q4 2022.
  • Vanguard Morningstar Total Stock Market ETF made up 2.33% of CFO4Life's portfolio in Q4 2022, its #10 holding.
  • 2,302 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.