First Capital Advisors Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

First Capital Advisors Group’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
2023 Q2	$189K	Sell	860 -26	-3%	-$5.42K	0.1%	150
2023 Q1	$181K	Buy	886 +120	+16%	+$24K	0.12%	137
2022 Q4	$146K	Sell	766 -1	-0.1%	-$193	0.1%	155
2022 Q3	$138K	Buy	+767	New	+$153K	0.12%	145
2018 Q4	$606K	Buy	4,749 +1,285	+37%	+$177K	0.45%	53
2018 Q3	$518K	Buy	3,464 +235	+7%	+$34.6K	0.32%	70
2018 Q2	$453K	Sell	3,229 -677	-17%	-$94.4K	0.3%	75
2018 Q1	$530K	Sell	3,906 -3,806	-49%	-$534K	0.31%	71
2017 Q4	$1.06M	Sell	7,712 -356	-4%	-$47.6K	0.67%	40
2017 Q3	$1.04M	Sell	8,068 -1,484	-16%	-$188K	0.72%	40
2017 Q2	$1.19M	Buy	9,552 +2,223	+30%	+$274K	0.81%	30
2017 Q1	$889K	Buy	7,329 +825	+13%	+$98.8K	0.66%	41
2016 Q4	$750K	Buy	+6,504	New	+$732K	0.69%	33

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

First Capital Advisors Group's VTI Position: Q2 2023 in Review

First Capital Advisors Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.9% in Q2 2023, selling an estimated $5.42K and leaving 860 shares worth $189K. The position accounts for 0.1% of the portfolio, ranked #150.

First Capital Advisors Group first reported a position in VTI in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.19M in Q2 2017. 2,379 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

First Capital Advisors Group held 860 shares of Vanguard Total Stock Market ETF worth $189K as of Q2 2023.
First Capital Advisors Group sold 26 Vanguard Total Stock Market ETF shares in Q2 2023, an estimated $5.42K.
Vanguard Total Stock Market ETF made up 0.1% of First Capital Advisors Group's portfolio in Q2 2023, its #150 holding.
First Capital Advisors Group first reported a position in Vanguard Total Stock Market ETF in Q4 2016 and has held it in 13 quarters since.
First Capital Advisors Group's Vanguard Total Stock Market ETF position peaked at $1.19M in Q2 2017.
2,379 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.