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

Cumberland 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
Q1 		– Sell
-5,635
Closed -$1.08M – 61
2022
Q4 		$1.08M Buy
+5,635
New +$1.09M 0.47% 40
2022
Q1 		– Sell
-7,200
Closed -$1.74M – 65
2021
Q4 		$1.74M Buy
+7,200
New +$1.7M 0.36% 36

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Cumberland Advisors's VTI Position: Q1 2023 in Review

Cumberland Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2023, closing a stake of 5,635 shares — an estimated $1.08M sold.

Cumberland Advisors first reported a position in VTI in Q4 2021 and held it in 2 quarters. The position peaked at $1.74M in Q4 2021. 2,334 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

  • Cumberland Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • Cumberland Advisors sold 5,635 Vanguard Morningstar Total Stock Market ETF shares in Q1 2023, an estimated $1.08M.
  • Cumberland Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 2 quarters.
  • Cumberland Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.74M in Q4 2021.
  • 2,334 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2023.

Based on Cumberland Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.