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Hudson Valley Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hudson Valley 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
2023
Q2 		– Sell
-16,938
Closed -$3.46M – 209
2023
Q1 		$3.46M Buy
+16,938
New +$3.39M 0.48% 64

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hudson Valley Investment Advisors's VTI Position: Q2 2023 in Review

Hudson Valley Investment Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2023, closing a stake of 16,938 shares — an estimated $3.46M sold.

Hudson Valley Investment Advisors first reported a position in VTI in Q1 2023 and held it in 1 quarter. The position peaked at $3.46M in Q1 2023. 2,380 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

  • Hudson Valley Investment Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 16,938 Vanguard Morningstar Total Stock Market ETF shares in Q2 2023, an estimated $3.46M.
  • Hudson Valley Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and held it in 1 quarter.
  • Hudson Valley Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.46M in Q1 2023.
  • 2,380 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.