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Geller Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Geller Advisors’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
-3,811
Closed -$868K – 172
2022
Q1 		$868K Sell
3,811
-500
-12% -$112K 0.16% 36
2021
Q4 		$1.04M Sell
4,311
-1,050
-20% -$248K 0.2% 29
2021
Q3 		$1.19M Buy
+5,361
New +$1.22M 0.26% 24

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 $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Geller Advisors's VTI Position: Q2 2022 in Review

Geller Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 3,811 shares — an estimated $868K sold.

Geller Advisors first reported a position in VTI in Q3 2021 and held it in 3 quarters. The position peaked at $1.19M in Q3 2021. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

  • Geller Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Geller Advisors sold 3,811 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $868K.
  • Geller Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and held it in 3 quarters.
  • Geller Advisors's Vanguard Total Stock Market ETF position peaked at $1.19M in Q3 2021.
  • 2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Geller Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.