Farr Miller & Washington’s Vanguard Total Stock Market ETF VTI Stock Holding History

Farr Miller & Washington’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 Q3	$697K	Buy	3,138 +5	+0.2%	+$1.14K	0.05%	111
2021 Q2	$698K	Buy	3,133 +52	+2%	+$11.3K	0.05%	111
2021 Q1	$637K	Buy	3,081 +4	+0.1%	+$809	0.04%	112
2020 Q4	$599K	Buy	3,077 +83	+3%	+$15.2K	0.05%	111
2020 Q3	$510K	Buy	2,994 +287	+11%	+$48.3K	0.04%	112
2020 Q2	$424K	Buy	2,707 +965	+55%	+$142K	0.03%	111
2020 Q1	$225K	Hold	1,742	–	–	0.02%	125
2019 Q4	$285K	Hold	1,742	–	–	0.02%	127
2019 Q3	$263K	Buy	1,742 +19	+1%	+$2.86K	0.02%	127
2019 Q2	$259K	Sell	1,723 -170	-9%	-$25K	0.02%	124
2019 Q1	$274K	Buy	+1,893	New	+$264K	0.02%	122

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Farr Miller & Washington's VTI Position: Q3 2021 in Review

Farr Miller & Washington increased its Vanguard Total Stock Market ETF (VTI) stake by 0.16% in Q3 2021, buying an estimated $1.14K and bringing the position to 3,138 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #111.

Farr Miller & Washington first reported a position in VTI in Q1 2019 and has held it in 11 quarters since. The position peaked at $698K in Q2 2021. 1,899 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Farr Miller & Washington held 3,138 shares of Vanguard Total Stock Market ETF worth $697K as of Q3 2021.
Farr Miller & Washington bought 5 Vanguard Total Stock Market ETF shares in Q3 2021, an estimated $1.14K.
Vanguard Total Stock Market ETF made up 0.05% of Farr Miller & Washington's portfolio in Q3 2021, its #111 holding.
Farr Miller & Washington first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and has held it in 11 quarters since.
Farr Miller & Washington's Vanguard Total Stock Market ETF position peaked at $698K in Q2 2021.
1,899 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.