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Hernani LP’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hernani LP’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
2023
Q2 		– Sell
-1,036,408
Closed -$212M – 6
2023
Q1 		$212M Sell
1,036,408
-15,850
-2% -$3.17M 47.22% 1
2022
Q4 		$201M Hold
1,052,258
– – 49.83% 1
2022
Q3 		$189M Buy
1,052,258
+146,310
+16% +$29.2M 57.99% 1
2022
Q2 		$171M Hold
905,948
– – 44.4% 1
2022
Q1 		$206M Sell
905,948
-45,600
-5% -$10.3M 45.06% 1
2021
Q4 		$230M Buy
+951,548
New +$225M 52.37% 1

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hernani LP's VTI Position: Q2 2023 in Review

Hernani LP sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2023, closing a stake of 1,036,408 shares — an estimated $212M sold.

Hernani LP first reported a position in VTI in Q4 2021 and held it in 6 quarters. The position peaked at $230M in Q4 2021. 2,383 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

  • Hernani LP reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Hernani LP sold 1,036,408 Vanguard Morningstar Total Stock Market ETF shares in Q2 2023, an estimated $212M.
  • Hernani LP first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 6 quarters.
  • Hernani LP's Vanguard Morningstar Total Stock Market ETF position peaked at $230M in Q4 2021.
  • 2,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2023.

Based on Hernani LP's 13F filing for Q2 2023, filed 11 Aug 2023.