Ergoteles’s Vanguard Total Stock Market ETF VTI Stock Holding History

Ergoteles’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 Q3	–	Sell	-30,632	Closed	-$5.78M	–	2023
2022 Q2	$5.78M	Buy	+30,632	New	+$6.29M	0.17%	135

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

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

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

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

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

MPM

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

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

Ergoteles's VTI Position: Q3 2022 in Review

Ergoteles sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2022, closing a stake of 30,632 shares — an estimated $5.78M sold.

Ergoteles first reported a position in VTI in Q2 2022 and held it in 1 quarter. The position peaked at $5.78M in Q2 2022. 2,144 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

Ergoteles reported no remaining Vanguard Total Stock Market ETF position as of Q3 2022 after selling out during the quarter.
Ergoteles sold 30,632 Vanguard Total Stock Market ETF shares in Q3 2022, an estimated $5.78M.
Ergoteles first reported a position in Vanguard Total Stock Market ETF in Q2 2022 and held it in 1 quarter.
Ergoteles's Vanguard Total Stock Market ETF position peaked at $5.78M in Q2 2022.
2,144 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.