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Crescent Capital Consulting’s Vanguard Total Stock Market ETF VTI Stock Holding History

Crescent Capital Consulting’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 		$282K Buy
1,171
+377
+47% +$89K 0.05% 152
2021
Q3 		$176K Buy
794
+144
+22% +$32.8K 0.03% 188
2021
Q2 		$145K Hold
650
– – 0.03% 202
2021
Q1 		$134K Buy
650
+89
+16% +$18K 0.03% 208
2020
Q4 		$109K Buy
+561
New +$103K 0.03% 198

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

Crescent Capital Consulting's VTI Position: Q4 2021 in Review

Crescent Capital Consulting increased its Vanguard Total Stock Market ETF (VTI) stake by 47% in Q4 2021, buying an estimated $89K and bringing the position to 1,171 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #152.

Crescent Capital Consulting first reported a position in VTI in Q4 2020 and has held it in 5 quarters since. 2,231 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

  • Crescent Capital Consulting held 1,171 shares of Vanguard Total Stock Market ETF worth $282K as of Q4 2021.
  • Crescent Capital Consulting bought 377 Vanguard Total Stock Market ETF shares in Q4 2021, an estimated $89K.
  • Vanguard Total Stock Market ETF made up 0.05% of Crescent Capital Consulting's portfolio in Q4 2021, its #152 holding.
  • Crescent Capital Consulting first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 5 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.