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Financial Planners of Cleveland’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-96,727
Closed -$22M – 53
2022
Q1 		$22M Buy
96,727
+73,218
+311% +$16.5M 9.26% 3
2021
Q4 		$5.52M Buy
+23,509
New +$5.55M 2.25% 8

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Financial Planners of Cleveland's VTI Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 96,727 shares — an estimated $22M sold.

Financial Planners of Cleveland first reported a position in VTI in Q4 2021 and held it in 2 quarters. The position peaked at $22M in Q1 2022. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 96,727 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $22M.
  • Financial Planners of Cleveland first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's Vanguard Morningstar Total Stock Market ETF position peaked at $22M in Q1 2022.
  • 2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.