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IAM Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

IAM Advisory’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
-567,304
Closed -$126M – 111
2021
Q2 		$126M Buy
+567,304
New +$123M 16.63% 1

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $34.6B AUM 29.24% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

IAM Advisory's VTI Position: Q3 2021 in Review

IAM Advisory sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2021, closing a stake of 567,304 shares — an estimated $126M sold.

IAM Advisory first reported a position in VTI in Q2 2021 and held it in 1 quarter. The position peaked at $126M in Q2 2021. 1,901 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

  • IAM Advisory reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 567,304 Vanguard Morningstar Total Stock Market ETF shares in Q3 2021, an estimated $126M.
  • IAM Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $126M in Q2 2021.
  • 1,901 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.