Investors Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Investors Financial Group’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
2022 Q1	–	Sell	-66,634	Closed	-$16.1M	–	187
2021 Q4	$16.1M	Buy	66,634 +2,069	+3%	+$488K	7.49%	1
2021 Q3	$14.3M	Buy	64,565 +2,371	+4%	+$541K	7.58%	1
2021 Q2	$13.9M	Sell	62,194 -1,555	-2%	-$337K	7.44%	1
2021 Q1	$13.2M	Buy	63,749 +628	+1%	+$127K	7.71%	1
2020 Q4	$12.3M	Sell	63,121 -770	-1%	-$141K	8.12%	1
2020 Q3	$10.9M	Sell	63,891 -1,179	-2%	-$198K	8.14%	1
2020 Q2	$10.2M	Sell	65,070 -5,171	-7%	-$763K	8.38%	1
2020 Q1	$9.05M	Buy	70,241 +459	+0.7%	+$71K	9.15%	1
2019 Q4	$11.4M	Buy	+69,782	New	+$10.9M	9.29%	1

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Investors Financial Group's VTI Position: Q1 2022 in Review

Investors Financial Group sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 66,634 shares — an estimated $16.1M sold.

Investors Financial Group first reported a position in VTI in Q4 2019 and held it in 9 quarters. The position peaked at $16.1M in Q4 2021. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Investors Financial Group reported no remaining Vanguard Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 66,634 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $16.1M.
Investors Financial Group first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's Vanguard Total Stock Market ETF position peaked at $16.1M in Q4 2021.
2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.