CSat Investment Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-553,138	Closed	-$94.2M	–	956
2020 Q3	$94.2M	Buy	553,138 +144,144	+35%	+$24.2M	8.38%	2
2020 Q2	$64M	Buy	+408,994	New	+$60.3M	7.76%	3
2020 Q1	–	Sell	-25,350	Closed	-$4.15M	–	1081
2019 Q4	$4.15M	Buy	+25,350	New	+$3.97M	1.09%	6

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFRM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's VTI Position: Q4 2020 in Review

CSat Investment Advisory sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2020, closing a stake of 553,138 shares — an estimated $94.2M sold.

CSat Investment Advisory first reported a position in VTI in Q4 2019 and held it in 3 quarters. The position peaked at $94.2M in Q3 2020. 1,772 funds tracked by Wall St. Rank hold VTI as of Q4 2020.

CSat Investment Advisory reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 553,138 Vanguard Morningstar Total Stock Market ETF shares in Q4 2020, an estimated $94.2M.
CSat Investment Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and held it in 3 quarters.
CSat Investment Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $94.2M in Q3 2020.
1,772 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.