JBJ Investment Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

JBJ Investment Partners’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 Q4	$28.4M	Buy	117,798 +2,923	+3%	+$690K	5.87%	6
2021 Q3	$25.5M	Sell	114,875 -1,308	-1%	-$298K	5.3%	7
2021 Q2	$25.9M	Buy	116,183 +2,288	+2%	+$497K	5.32%	6
2021 Q1	$23.5M	Buy	113,895 +4,733	+4%	+$958K	5.15%	6
2020 Q4	$21.2M	Buy	109,162 +11,397	+12%	+$2.08M	4.83%	6
2020 Q3	$16.6M	Buy	97,765 +25,582	+35%	+$4.3M	4.35%	8
2020 Q2	$11.3M	Buy	72,183 +6,087	+9%	+$898K	3.24%	11
2020 Q1	$8.52M	Buy	66,096 +64,685	+4,584%	+$10M	3.06%	11
2019 Q4	$231K	Sell	1,411 -70	-5%	-$11K	0.07%	45
2019 Q3	$224K	Buy	1,481 +2	+0.1%	+$301	0.08%	44
2019 Q2	$222K	Buy	1,479 +1	+0.1%	+$147	0.08%	43
2019 Q1	$214K	Buy	+1,478	New	+$206K	0.08%	33

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

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

MPM

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

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

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

JBJ Investment Partners's VTI Position: Q4 2021 in Review

JBJ Investment Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 2.5% in Q4 2021, buying an estimated $690K and bringing the position to 117,798 shares worth $28.4M. The position accounts for 5.87% of the portfolio, ranked #6.

JBJ Investment Partners first reported a position in VTI in Q1 2019 and has held it in 12 quarters since. 2,231 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

JBJ Investment Partners held 117,798 shares of Vanguard Total Stock Market ETF worth $28.4M as of Q4 2021.
JBJ Investment Partners bought 2,923 Vanguard Total Stock Market ETF shares in Q4 2021, an estimated $690K.
Vanguard Total Stock Market ETF made up 5.87% of JBJ Investment Partners's portfolio in Q4 2021, its #6 holding.
JBJ Investment Partners first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and has held it in 12 quarters since.
2,231 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.