Glovista Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Glovista Investments’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 Q3	–	Sell	-9,375	Closed	-$2.09M	–	114
2021 Q2	$2.09M	Hold	9,375	–	–	0.49%	45
2021 Q1	$1.94M	Buy	9,375 +500	+6%	+$101K	0.59%	37
2020 Q4	$1.73M	Buy	+8,875	New	+$1.62M	0.56%	50
2018 Q4	–	Sell	-6,580	Closed	-$985K	–	107
2018 Q3	$985K	Sell	6,580 -5,730	-47%	-$843K	0.26%	53
2018 Q2	$1.73M	Sell	12,310 -1,055	-8%	-$147K	0.42%	41
2018 Q1	$1.81M	Buy	13,365 +3,555	+36%	+$498K	0.4%	37
2017 Q4	$1.34M	Buy	9,810 +350	+4%	+$46.8K	0.27%	45
2017 Q3	$1.23M	Sell	9,460 -510	-5%	-$64.6K	0.23%	46
2017 Q2	$1.24M	Sell	9,970 -725	-7%	-$89.3K	0.27%	50
2017 Q1	$1.3M	Buy	10,695 +4,205	+65%	+$504K	0.29%	47
2016 Q4	$748K	Buy	+6,490	New	+$730K	0.13%	49
2016 Q1	–	Sell	-25,180	Closed	-$2.63M	–	96
2015 Q4	$2.63M	Buy	+25,180	New	+$2.65M	0.44%	27
2015 Q3	–	Sell	-7,600	Closed	-$813K	–	80
2015 Q2	$813K	Buy	+7,600	New	+$829K	0.09%	39
2014 Q4	–	Sell	-12,300	Closed	-$1.25M	–	94
2014 Q3	$1.25M	Sell	12,300 -1,000	-8%	-$102K	0.16%	31
2014 Q2	$1.35M	Sell	13,300 -8,800	-40%	-$867K	0.19%	39
2014 Q1	$2.15M	Buy	22,100 +9,200	+71%	+$881K	0.36%	33
2013 Q4	$1.24M	Buy	12,900 +8,800	+215%	+$809K	0.2%	33
2013 Q3	$359K	Buy	+4,100	New	+$356K	0.06%	50

Other funds holding VTI

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

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

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

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

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Glovista Investments's VTI Position: Q3 2021 in Review

Glovista Investments sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2021, closing a stake of 9,375 shares — an estimated $2.09M sold.

Glovista Investments first reported a position in VTI in Q3 2013 and held it in 18 quarters. The position peaked at $2.63M in Q4 2015. 1,902 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Glovista Investments reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2021 after selling out during the quarter.
Glovista Investments sold 9,375 Vanguard Morningstar Total Stock Market ETF shares in Q3 2021, an estimated $2.09M.
Glovista Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2013 and held it in 18 quarters.
Glovista Investments's Vanguard Morningstar Total Stock Market ETF position peaked at $2.63M in Q4 2015.
1,902 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2021.

Based on Glovista Investments's 13F filing for Q3 2021, filed 12 Nov 2021.