EFG Capital International’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

EFG Capital International’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	$1.97M	Buy	+8,959	New	+$1.87M	0.46%	70

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EFG Capital International's VTI Position: Q2 2023 in Review

EFG Capital International opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2023: 8,959 shares worth $1.97M. The stake represents 0.46% of the portfolio and ranks #70 among its holdings.

2,383 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

EFG Capital International held 8,959 shares of Vanguard Morningstar Total Stock Market ETF worth $1.97M as of Q2 2023.
Vanguard Morningstar Total Stock Market ETF was a new EFG Capital International position in Q2 2023.
Vanguard Morningstar Total Stock Market ETF made up 0.46% of EFG Capital International's portfolio in Q2 2023, its #70 holding.
2,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.