Emery Howard Portfolio Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Emery Howard Portfolio Management’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
2021 Q4	$2.62M	Buy	10,846 +1,956	+22%	+$462K	0.34%	19
2021 Q3	$1.97M	Buy	8,890 +5	+0.1%	+$1.14K	0.29%	19
2021 Q2	$1.98M	Sell	8,885 -87	-1%	-$18.9K	0.29%	19
2021 Q1	$1.85M	Buy	8,972 +5	+0.1%	+$1.01K	0.3%	19
2020 Q4	$1.75M	Buy	8,967 +979	+12%	+$179K	0.3%	19
2020 Q3	$1.36M	Buy	7,988 +2	+0%	+$336	0.27%	19
2020 Q2	$1.25M	Sell	7,986 -42	-0.5%	-$6.19K	0.27%	19
2020 Q1	$1.03M	Buy	8,028 +292	+4%	+$45.1K	0.25%	20
2019 Q4	$1.27M	Buy	7,736 +845	+12%	+$132K	0.24%	20
2019 Q3	$1.04M	Buy	6,891 +1	+0%	+$151	0.21%	21
2019 Q2	$1.03M	Hold	6,890	–	–	0.21%	21
2019 Q1	$997K	Buy	6,890 +1	+0%	+$140	0.21%	21
2018 Q4	$879K	Buy	6,889 +1	+0%	+$138	0.21%	21
2018 Q3	$1.03M	Sell	6,888 -25	-0.4%	-$3.68K	0.21%	20
2018 Q2	$971K	Buy	6,913 +1	+0%	+$140	0.21%	20
2018 Q1	$938K	Sell	6,912 -66	-0.9%	-$9.25K	0.2%	21
2017 Q4	$958K	Sell	6,978 -5,439	-44%	-$728K	0.2%	21
2017 Q3	$1.61M	Buy	12,417 +1	+0%	+$127	0.36%	20
2017 Q2	$1.54M	Sell	12,416 -159	-1%	-$19.6K	0.34%	20
2017 Q1	$1.53M	Buy	12,575 +1	+0%	+$120	0.35%	21
2016 Q4	$1.45M	Buy	12,574 +2	+0%	+$225	0.34%	22
2016 Q3	$1.4M	Sell	12,572 -99	-0.8%	-$11K	0.33%	21
2016 Q2	$1.36M	Sell	12,671 -76	-0.6%	-$8.05K	0.34%	21
2016 Q1	$1.34M	Sell	12,747 -286	-2%	-$28.4K	0.34%	21
2015 Q4	$1.36M	Sell	13,033 -30	-0.2%	-$3.16K	0.35%	21
2015 Q3	$1.29M	Buy	13,063 +1	+0%	+$105	0.35%	21
2015 Q2	$1.4M	Sell	13,062 -1	-0%	-$109	0.36%	21
2015 Q1	$1.4M	Buy	13,063 +8,572	+191%	+$915K	0.36%	21
2014 Q4	$476K	Buy	4,491 +1,119	+33%	+$116K	0.14%	27
2014 Q3	$341K	Sell	3,372 -49	-1%	-$5.01K	0.11%	27
2014 Q2	$348K	Sell	3,421 -2	-0.1%	-$197	0.11%	27
2014 Q1	$334K	Buy	3,423 +66	+2%	+$6.32K	0.11%	27
2013 Q4	$322K	Buy	3,357 +49	+1%	+$4.51K	0.11%	28
2013 Q3	$290K	Buy	3,308 +41	+1%	+$3.56K	0.11%	26
2013 Q2	$270K	Buy	+3,267	New	+$271K	0.1%	27

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

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

MPM

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

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

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

Emery Howard Portfolio Management's VTI Position: Q4 2021 in Review

Emery Howard Portfolio Management increased its Vanguard Total Stock Market ETF (VTI) stake by 22% in Q4 2021, buying an estimated $462K and bringing the position to 10,846 shares worth $2.62M. The position accounts for 0.34% of the portfolio, ranked #19.

Emery Howard Portfolio Management first reported a position in VTI in Q2 2013 and has held it in 35 quarters since. 2,231 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

Emery Howard Portfolio Management held 10,846 shares of Vanguard Total Stock Market ETF worth $2.62M as of Q4 2021.
Emery Howard Portfolio Management bought 1,956 Vanguard Total Stock Market ETF shares in Q4 2021, an estimated $462K.
Vanguard Total Stock Market ETF made up 0.34% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #19 holding.
Emery Howard Portfolio Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 35 quarters since.
2,231 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.