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

Independence 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
2020 Q3	$303K	Buy	1,777 +1	+0.1%	+$168	0.07%	69
2020 Q2	$278K	Sell	1,776 -358	-17%	-$52.8K	0.06%	71
2020 Q1	$275K	Sell	2,134 -281	-12%	-$43.4K	0.08%	61
2019 Q4	$395K	Sell	2,415 -1,072	-31%	-$168K	0.1%	59
2019 Q3	$527K	Sell	3,487 -106	-3%	-$16K	0.13%	52
2019 Q2	$539K	Sell	3,593 -541	-13%	-$79.7K	0.14%	51
2019 Q1	$598K	Buy	4,134 +1,302	+46%	+$182K	0.17%	48
2018 Q4	$361K	Sell	2,832 -19,143	-87%	-$2.64M	0.12%	55
2018 Q3	$3.29M	Buy	21,975 +77	+0.4%	+$11.3K	0.98%	19
2018 Q2	$3.08M	Sell	21,898 -1	-0%	-$140	0.98%	20
2018 Q1	$2.97M	Buy	21,899 +83	+0.4%	+$11.6K	0.98%	20
2017 Q4	$2.99M	Buy	21,816 +99	+0.5%	+$13.2K	1.01%	19
2017 Q3	$2.81M	Buy	21,717 +74	+0.3%	+$9.37K	1.12%	17
2017 Q2	$2.69M	Buy	+21,643	New	+$2.67M	1.07%	18
2017 Q1	–	Sell	-20,919	Closed	-$2.41M	–	80
2016 Q4	$2.41M	Sell	20,919 -1,621	-7%	-$182K	1.06%	20
2016 Q3	$2.51M	Buy	+22,540	New	+$2.5M	1.18%	16

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independence Advisors's VTI Position: Q3 2020 in Review

Independence Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.06% in Q3 2020, buying an estimated $168 and bringing the position to 1,777 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #69.

Independence Advisors first reported a position in VTI in Q3 2016 and has held it in 16 quarters since. The position peaked at $3.29M in Q3 2018. 1,559 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

Independence Advisors held 1,777 shares of Vanguard Morningstar Total Stock Market ETF worth $303K as of Q3 2020.
Independence Advisors bought 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2020, an estimated $168.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Independence Advisors's portfolio in Q3 2020, its #69 holding.
Independence Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 16 quarters since.
Independence Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.29M in Q3 2018.
1,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.