Kingsbury Capital Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kingsbury Capital 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
2022 Q3	$450K	Sell	2,509 -3	-0.1%	-$598	0.69%	32
2022 Q2	$474K	Sell	2,512 -10	-0.4%	-$2.06K	0.65%	35
2022 Q1	$574K	Buy	+2,522	New	+$567K	0.63%	33

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kingsbury Capital Investment Advisors's VTI Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.12% in Q3 2022, selling an estimated $598 and leaving 2,509 shares worth $450K. The position accounts for 0.69% of the portfolio, ranked #32.

Kingsbury Capital Investment Advisors first reported a position in VTI in Q1 2022 and has held it in 3 quarters since. The position peaked at $574K in Q1 2022. 2,145 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

Kingsbury Capital Investment Advisors held 2,509 shares of Vanguard Morningstar Total Stock Market ETF worth $450K as of Q3 2022.
Kingsbury Capital Investment Advisors sold 3 Vanguard Morningstar Total Stock Market ETF shares in Q3 2022, an estimated $598.
Vanguard Morningstar Total Stock Market ETF made up 0.69% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #32 holding.
Kingsbury Capital Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 3 quarters since.
Kingsbury Capital Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $574K in Q1 2022.
2,145 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.