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D. Scott Neal’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

D. Scott Neal’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
Q2 		– Sell
-3,104
Closed -$634K – 71
2023
Q1 		$634K Buy
+3,104
New +$621K 0.35% 30
2017
Q4 		– Sell
-8,794
Closed -$1.14M – 194
2017
Q3 		$1.14M Sell
8,794
-147
-2% -$18.6K 0.69% 19
2017
Q2 		$1.11M Sell
8,941
-329
-4% -$40.5K 0.76% 18
2017
Q1 		$1.13M Sell
9,270
-18,622
-67% -$2.23M 0.72% 19
2016
Q4 		$3.22M Buy
27,892
+2,650
+10% +$298K 2.29% 11
2016
Q3 		$2.81M Buy
+25,242
New +$2.8M 2.21% 11

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $757B AUM 28.64% 1-Year Est. Return

D. Scott Neal's VTI Position: Q2 2023 in Review

D. Scott Neal sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2023, closing a stake of 3,104 shares — an estimated $634K sold.

D. Scott Neal first reported a position in VTI in Q3 2016 and held it in 6 quarters. The position peaked at $3.22M in Q4 2016. 2,380 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

  • D. Scott Neal reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • D. Scott Neal sold 3,104 Vanguard Morningstar Total Stock Market ETF shares in Q2 2023, an estimated $634K.
  • D. Scott Neal first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and held it in 6 quarters.
  • D. Scott Neal's Vanguard Morningstar Total Stock Market ETF position peaked at $3.22M in Q4 2016.
  • 2,380 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2023.

Based on D. Scott Neal's 13F filing for Q2 2023, filed 17 Jul 2023.