Dixon Hubard Feinour & Brown’s Vanguard Total Stock Market ETF VTI Stock Holding History

Dixon Hubard Feinour & Brown’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
2022 Q2	$12.1M	Sell	64,130 -3,908	-6%	-$803K	1.44%	14
2022 Q1	$15.5M	Buy	68,038 +772	+1%	+$174K	1.55%	13
2021 Q4	$16.2M	Buy	+67,266	New	+$15.9M	1.56%	13
2020 Q1	–	Sell	-8,727	Closed	-$1.43M	–	186
2019 Q4	$1.43M	Buy	8,727 +1,390	+19%	+$218K	0.37%	63
2019 Q3	$1.11M	Buy	7,337 +20	+0.3%	+$3.02K	0.31%	75
2019 Q2	$1.1M	Hold	7,317	–	–	0.31%	73
2019 Q1	$1.06M	Buy	+7,317	New	+$1.02M	0.32%	78

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Dixon Hubard Feinour & Brown's VTI Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its Vanguard Total Stock Market ETF (VTI) stake by 5.7% in Q2 2022, selling an estimated $803K and leaving 64,130 shares worth $12.1M. The position accounts for 1.44% of the portfolio, ranked #14.

Dixon Hubard Feinour & Brown first reported a position in VTI in Q1 2019 and has held it in 7 quarters since. The position peaked at $16.2M in Q4 2021. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Dixon Hubard Feinour & Brown held 64,130 shares of Vanguard Total Stock Market ETF worth $12.1M as of Q2 2022.
Dixon Hubard Feinour & Brown sold 3,908 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $803K.
Vanguard Total Stock Market ETF made up 1.44% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #14 holding.
Dixon Hubard Feinour & Brown first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and has held it in 7 quarters since.
Dixon Hubard Feinour & Brown's Vanguard Total Stock Market ETF position peaked at $16.2M in Q4 2021.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.