HC Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

HC Financial 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	$1.26M	Buy	6,686 +1,122	+20%	+$231K	0.84%	45
2022 Q1	$1.27M	Sell	5,564 -129	-2%	-$29K	0.75%	47
2021 Q4	$1.37M	Buy	5,693 +2,231	+64%	+$527K	0.76%	46
2021 Q3	$769K	Sell	3,462 -60	-2%	-$13.7K	0.46%	58
2021 Q2	$785K	Buy	3,522 +3,015	+595%	+$654K	0.46%	57
2021 Q1	$105K	Hold	507	–	–	0.06%	97
2020 Q4	$99K	Buy	507 +230	+83%	+$42K	0.06%	103
2020 Q3	$47K	Hold	277	–	–	0.03%	128
2020 Q2	$43K	Hold	277	–	–	0.03%	124
2020 Q1	$36K	Buy	+277	New	+$42.8K	0.03%	136

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

HC Financial Advisors's VTI Position: Q2 2022 in Review

HC Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2022, buying an estimated $231K and bringing the position to 6,686 shares worth $1.26M. The position accounts for 0.84% of the portfolio, ranked #45.

HC Financial Advisors first reported a position in VTI in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.37M in Q4 2021. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

HC Financial Advisors held 6,686 shares of Vanguard Morningstar Total Stock Market ETF worth $1.26M as of Q2 2022.
HC Financial Advisors bought 1,122 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $231K.
Vanguard Morningstar Total Stock Market ETF made up 0.84% of HC Financial Advisors's portfolio in Q2 2022, its #45 holding.
HC Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.37M in Q4 2021.
2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.