First Wilshire Securities Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

First Wilshire Securities 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
2022 Q1	–	Sell	-980	Closed	-$237K	–	91
2021 Q4	$237K	Sell	980 -270	-22%	-$63.7K	0.07%	80
2021 Q3	$278K	Hold	1,250	–	–	0.09%	77
2021 Q2	$279K	Sell	1,250 -150	-11%	-$32.6K	0.1%	68
2021 Q1	$289K	Sell	1,400 -950	-40%	-$192K	0.11%	68
2020 Q4	$457K	Buy	2,350 +50	+2%	+$9.14K	0.18%	48
2020 Q3	$392K	Hold	2,300	–	–	0.19%	51
2020 Q2	$360K	Sell	2,300 -4,000	-63%	-$590K	0.17%	55
2020 Q1	$812K	Sell	6,300 -2,450	-28%	-$379K	0.46%	37
2019 Q4	$1.43M	Hold	8,750	–	–	0.54%	42
2019 Q3	$1.32M	Hold	8,750	–	–	0.5%	41
2019 Q2	$1.31M	Hold	8,750	–	–	0.52%	48
2019 Q1	$1.27M	Hold	8,750	–	–	0.43%	59
2018 Q4	$1.12M	Hold	8,750	–	–	0.42%	58
2018 Q3	$1.31M	Hold	8,750	–	–	0.38%	61
2018 Q2	$1.23M	Hold	8,750	–	–	0.37%	63
2018 Q1	$1.19M	Buy	+8,750	New	+$1.23M	0.33%	64

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

First Wilshire Securities Management's VTI Position: Q1 2022 in Review

First Wilshire Securities Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 980 shares — an estimated $237K sold.

First Wilshire Securities Management first reported a position in VTI in Q1 2018 and held it in 16 quarters. The position peaked at $1.43M in Q4 2019. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

First Wilshire Securities Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
First Wilshire Securities Management sold 980 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $237K.
First Wilshire Securities Management first reported a position in Vanguard Total Stock Market ETF in Q1 2018 and held it in 16 quarters.
First Wilshire Securities Management's Vanguard Total Stock Market ETF position peaked at $1.43M in Q4 2019.
2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on First Wilshire Securities Management's 13F filing for Q1 2022, filed 16 May 2022.