Founders Capital Management (Texas)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Founders Capital Management (Texas)’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 Q2	–	Sell	-1,620	Closed	-$335K	–	314
2021 Q1	$335K	Sell	1,620 -1,620	-50%	-$328K	0.24%	42
2020 Q4	$524K	Buy	+3,240	New	+$592K	0.37%	35
2020 Q1	$209K	Sell	1,620 -1,025	-39%	-$158K	0.22%	42
2019 Q4	$433K	Hold	2,645	–	–	0.33%	38
2019 Q3	$399K	Hold	2,645	–	–	0.32%	40
2019 Q2	$397K	Hold	2,645	–	–	0.35%	41
2019 Q1	$383K	Hold	2,645	–	–	0.36%	43
2018 Q4	$338K	Hold	2,645	–	–	0.36%	44
2018 Q3	$396K	Hold	2,645	–	–	0.33%	47
2018 Q2	$371K	Sell	2,645 -400	-13%	-$55.8K	0.33%	54
2018 Q1	$413K	Hold	3,045	–	–	0.35%	57
2017 Q4	$418K	Hold	3,045	–	–	0.35%	56
2017 Q3	$394K	Hold	3,045	–	–	0.33%	58
2017 Q2	$379K	Buy	3,045 +2,020	+197%	+$249K	0.34%	57
2017 Q1	$124K	Buy	+1,025	New	+$123K	0.11%	95

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Founders Capital Management (Texas)'s VTI Position: Q2 2021 in Review

Founders Capital Management (Texas) sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2021, closing a stake of 1,620 shares — an estimated $335K sold.

Founders Capital Management (Texas) first reported a position in VTI in Q1 2017 and held it in 15 quarters. The position peaked at $524K in Q4 2020. 1,864 funds tracked by Wall St. Rank hold VTI as of Q2 2021.

Founders Capital Management (Texas) reported no remaining Vanguard Total Stock Market ETF position as of Q2 2021 after selling out during the quarter.
Founders Capital Management (Texas) sold 1,620 Vanguard Total Stock Market ETF shares in Q2 2021, an estimated $335K.
Founders Capital Management (Texas) first reported a position in Vanguard Total Stock Market ETF in Q1 2017 and held it in 15 quarters.
Founders Capital Management (Texas)'s Vanguard Total Stock Market ETF position peaked at $524K in Q4 2020.
1,864 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2021.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2021, filed 15 Jul 2021.