Frontier Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Frontier Wealth 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 Q2	$633K	Buy	3,357 +671	+25%	+$138K	0.05%	218
2022 Q1	$592K	Buy	2,686 +313	+13%	+$70.4K	0.01%	231
2021 Q4	$573K	Sell	2,373 -57	-2%	-$13.5K	0.04%	252
2021 Q3	$540K	Sell	2,430 -49	-2%	-$11.2K	0.04%	261
2021 Q2	$552K	Sell	2,479 -63	-2%	-$13.7K	0.04%	254
2021 Q1	$525K	Buy	2,542 +2	+0.1%	+$405	0.04%	236
2020 Q4	$494K	Sell	2,540 -70	-3%	-$12.8K	0.04%	233
2020 Q3	$444K	Sell	2,610 -47	-2%	-$7.91K	0.04%	236
2020 Q2	$416K	Sell	2,657 -1,144	-30%	-$169K	0.04%	233
2020 Q1	$490K	Buy	3,801 +645	+20%	+$99.7K	0.08%	182
2019 Q4	$516K	Sell	3,156 -1,152	-27%	-$180K	0.08%	180
2019 Q3	$651K	Sell	4,308 -17	-0.4%	-$2.56K	0.1%	162
2019 Q2	$649K	Sell	4,325 -182	-4%	-$26.8K	0.1%	161
2019 Q1	$652K	Sell	4,507 -3	-0.1%	-$419	0.09%	188
2018 Q4	$576K	Buy	4,510 +1,258	+39%	+$174K	0.09%	187
2018 Q3	$487K	Buy	3,252 +1,202	+59%	+$177K	0.05%	234
2018 Q2	$288K	Buy	2,050 +3	+0.1%	+$419	0.04%	293
2018 Q1	$278K	Sell	2,047 -17	-0.8%	-$2.38K	0.04%	313
2017 Q4	$283K	Sell	2,064 -57	-3%	-$7.63K	0.05%	279
2017 Q3	$275K	Buy	2,121 +3	+0.1%	+$380	0.04%	307
2017 Q2	$264K	Buy	2,118 +53	+3%	+$6.53K	0.04%	316
2017 Q1	$251K	Buy	2,065 +3	+0.1%	+$359	0.04%	323
2016 Q4	$238K	Sell	2,062 -246	-11%	-$27.7K	0.04%	326
2016 Q3	$257K	Sell	2,308 -83	-3%	-$9.21K	0.04%	309
2016 Q2	$256K	Sell	2,391 -55	-2%	-$5.83K	0.04%	294
2016 Q1	$256K	Buy	2,446 +473	+24%	+$46.9K	0.02%	279
2015 Q4	$206K	Buy	+1,973	New	+$208K	0.03%	316

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Frontier Wealth Management's VTI Position: Q2 2022 in Review

Frontier Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 25% in Q2 2022, buying an estimated $138K and bringing the position to 3,357 shares worth $633K. The position accounts for 0.05% of the portfolio, ranked #218.

Frontier Wealth Management first reported a position in VTI in Q4 2015 and has held it in 27 quarters since. The position peaked at $652K in Q1 2019. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Frontier Wealth Management held 3,357 shares of Vanguard Morningstar Total Stock Market ETF worth $633K as of Q2 2022.
Frontier Wealth Management bought 671 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $138K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Frontier Wealth Management's portfolio in Q2 2022, its #218 holding.
Frontier Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 27 quarters since.
Frontier Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $652K in Q1 2019.
2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.