Deseret Mutual Benefit Administrators’s Vanguard Total Stock Market ETF VTI Stock Holding History

Deseret Mutual Benefit Administrators’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 Q3	–	Sell	-89,900	Closed	-$14.1M	–	6
2020 Q2	$14.1M	Hold	89,900	–	–	9.57%	2
2020 Q1	$11.6M	Buy	+89,900	New	+$13.9M	8.81%	2

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

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 $13B AUM 17.65% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Deseret Mutual Benefit Administrators's VTI Position: Q3 2020 in Review

Deseret Mutual Benefit Administrators sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2020, closing a stake of 89,900 shares — an estimated $14.1M sold.

Deseret Mutual Benefit Administrators first reported a position in VTI in Q1 2020 and held it in 2 quarters. The position peaked at $14.1M in Q2 2020. 1,560 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

Deseret Mutual Benefit Administrators reported no remaining Vanguard Total Stock Market ETF position as of Q3 2020 after selling out during the quarter.
Deseret Mutual Benefit Administrators sold 89,900 Vanguard Total Stock Market ETF shares in Q3 2020, an estimated $14.1M.
Deseret Mutual Benefit Administrators first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and held it in 2 quarters.
Deseret Mutual Benefit Administrators's Vanguard Total Stock Market ETF position peaked at $14.1M in Q2 2020.
1,560 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2020.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q3 2020, filed 3 Nov 2020.