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DWM Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

DWM Financial Group’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 		$426K Sell
2,190
-77
-3% -$14.1K 0.58% 14
2020
Q3 		$386K Sell
2,267
-10
-0.4% -$1.68K 0.6% 13
2020
Q2 		$356K Sell
2,277
-232
-9% -$34.2K 0.53% 16
2020
Q1 		$323K Buy
+2,509
New +$388K 0.71% 20

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DWM Financial Group's VTI Position: Q4 2020 in Review

DWM Financial Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.4% in Q4 2020, selling an estimated $14.1K and leaving 2,190 shares worth $426K. The position accounts for 0.58% of the portfolio, ranked #14.

DWM Financial Group first reported a position in VTI in Q1 2020 and has held it in 4 quarters since. 1,771 funds tracked by Wall St. Rank hold VTI as of Q4 2020.

  • DWM Financial Group held 2,190 shares of Vanguard Total Stock Market ETF worth $426K as of Q4 2020.
  • DWM Financial Group sold 77 Vanguard Total Stock Market ETF shares in Q4 2020, an estimated $14.1K.
  • Vanguard Total Stock Market ETF made up 0.58% of DWM Financial Group's portfolio in Q4 2020, its #14 holding.
  • DWM Financial Group first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and has held it in 4 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2020.

Based on DWM Financial Group's 13F filing for Q4 2020, filed 12 Feb 2021.