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Column Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Column Capital Advisors’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
Q3 		$3.56M Buy
430,084
+396
+0.1% +$87.7K 0.52% 28
2023
Q2 		$3.59M Buy
429,688
+1,286
+0.3% +$268K 0.51% 30
2023
Q1 		$3.1M Buy
428,402
+1,527
+0.4% +$306K 0.46% 30
2022
Q4 		$2.64M Buy
426,875
+416,695
+4,093% +$80.3M 0.44% 31
2022
Q3 		$1.83M Buy
10,180
+1,561
+18% +$311K 0.38% 35
2022
Q2 		$1.63M Buy
8,619
+367
+4% +$75.4K 0.31% 38
2022
Q1 		$1.88M Buy
8,252
+60
+0.7% +$13.5K 0.34% 33
2021
Q4 		$1.98M Buy
8,192
+1,081
+15% +$255K 0.38% 36
2021
Q3 		$1.58M Buy
7,111
+316
+5% +$72.1K 0.33% 38
2021
Q2 		$1.51M Buy
6,795
+203
+3% +$44.1K 0.32% 38
2021
Q1 		$1.36M Buy
6,592
+449
+7% +$90.9K 0.3% 40
2020
Q4 		$1.2M Sell
6,143
-1,475
-19% -$270K 0.3% 39
2020
Q3 		$1.3M Sell
7,618
-472
-6% -$79.4K 0.4% 28
2020
Q2 		$1.27M Sell
8,090
-537
-6% -$79.2K 0.43% 26
2020
Q1 		$1.11M Sell
8,627
-5
-0.1% -$773 0.45% 25
2019
Q4 		$1.41M Buy
+8,632
New +$1.35M 0.72% 18

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Column Capital Advisors's VTI Position: Q3 2023 in Review

Column Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q3 2023, buying an estimated $87.7K and bringing the position to 430,084 shares worth $3.56M. The position accounts for 0.52% of the portfolio, ranked #28.

Column Capital Advisors first reported a position in VTI in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.59M in Q2 2023. 2,404 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

  • Column Capital Advisors held 430,084 shares of Vanguard Morningstar Total Stock Market ETF worth $3.56M as of Q3 2023.
  • Column Capital Advisors bought 396 Vanguard Morningstar Total Stock Market ETF shares in Q3 2023, an estimated $87.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.52% of Column Capital Advisors's portfolio in Q3 2023, its #28 holding.
  • Column Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 16 quarters since.
  • Column Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.59M in Q2 2023.
  • 2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.