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Hochman Cole Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$326K Hold
1,467
– – 0.13% 99
2021
Q2 		$327K Hold
1,467
– – 0.13% 95
2021
Q1 		$303K Hold
1,467
– – 0.13% 98
2020
Q4 		$286K Sell
1,467
-195
-12% -$35.6K 0.12% 97
2020
Q3 		$283K Buy
1,662
+93
+6% +$15.6K 0.14% 92
2020
Q2 		$246K Sell
1,569
-160
-9% -$23.6K 0.14% 94
2020
Q1 		$223K Sell
1,729
-27
-2% -$4.17K 0.15% 95
2019
Q4 		$287K Hold
1,756
– – 0.16% 95
2019
Q3 		$265K Sell
1,756
-99
-5% -$14.9K 0.17% 90
2019
Q2 		$278K Hold
1,855
– – 0.17% 94
2019
Q1 		$268K Hold
1,855
– – 0.16% 97
2018
Q4 		$237K Sell
1,855
-200
-10% -$27.6K 0.16% 97
2018
Q3 		$308K Sell
2,055
-150
-7% -$22.1K 0.19% 82
2018
Q2 		$310K Hold
2,205
– – 0.2% 78
2018
Q1 		$299K Hold
2,205
– – 0.21% 79
2017
Q4 		$303K Sell
2,205
-181
-8% -$24.2K 0.19% 76
2017
Q3 		$309K Buy
2,386
+602
+34% +$76.2K 0.2% 71
2017
Q2 		$222K Hold
1,784
– – 0.15% 86
2017
Q1 		$216K Sell
1,784
-164
-8% -$19.6K 0.16% 82
2016
Q4 		$225K Hold
1,948
– – 0.16% 83
2016
Q3 		$217K Buy
+1,948
New +$216K 0.16% 79

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Hochman Cole Investment Advisors's VTI Position: Q3 2021 in Review

Hochman Cole Investment Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2021 at 1,467 shares worth $326K. The position accounts for 0.13% of the portfolio, ranked #99.

Hochman Cole Investment Advisors first reported a position in VTI in Q3 2016 and has held it in 21 quarters since. The position peaked at $327K in Q2 2021. 1,900 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

  • Hochman Cole Investment Advisors held 1,467 shares of Vanguard Morningstar Total Stock Market ETF worth $326K as of Q3 2021.
  • Hochman Cole Investment Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2021.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #99 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 21 quarters since.
  • Hochman Cole Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $327K in Q2 2021.
  • 1,900 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.