Elo Mutual Pension Insurance’s Vanguard Total Stock Market ETF VTI Stock Holding History

Elo Mutual Pension Insurance’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	–	Sell	-1,017,000	Closed	-$173M	–	428
2020 Q3	$173M	Buy	1,017,000 +257,000	+34%	+$43.2M	6.09%	5
2020 Q2	$104M	Sell	760,000 -240,000	-24%	-$35.4M	4.53%	7
2020 Q1	$129M	Hold	1,000,000	–	–	5.88%	6
2019 Q4	$164M	Hold	1,000,000	–	–	5.98%	7
2019 Q3	$151M	Hold	1,000,000	–	–	5.99%	9
2019 Q2	$150M	Hold	1,000,000	–	–	6.07%	9
2019 Q1	$145M	Hold	1,000,000	–	–	6.59%	9
2018 Q4	$128M	Hold	1,000,000	–	–	5.81%	9
2018 Q3	$150M	Buy	+1,000,000	New	+$147M	6.31%	8

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Elo Mutual Pension Insurance's VTI Position: Q4 2020 in Review

Elo Mutual Pension Insurance sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2020, closing a stake of 1,017,000 shares — an estimated $173M sold.

Elo Mutual Pension Insurance first reported a position in VTI in Q3 2018 and held it in 9 quarters. The position peaked at $173M in Q3 2020. 1,771 funds tracked by Wall St. Rank hold VTI as of Q4 2020.

Elo Mutual Pension Insurance reported no remaining Vanguard Total Stock Market ETF position as of Q4 2020 after selling out during the quarter.
Elo Mutual Pension Insurance sold 1,017,000 Vanguard Total Stock Market ETF shares in Q4 2020, an estimated $173M.
Elo Mutual Pension Insurance first reported a position in Vanguard Total Stock Market ETF in Q3 2018 and held it in 9 quarters.
Elo Mutual Pension Insurance's Vanguard Total Stock Market ETF position peaked at $173M in Q3 2020.
1,771 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2020.

Based on Elo Mutual Pension Insurance's 13F filing for Q4 2020, filed 11 Feb 2021.