KWILP
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Kiwi Wealth Investments Limited Partnership’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q4 		– Sell
-1,591
Closed -$338K – 40
2023
Q3 		$338K Sell
1,591
-61
-4% -$13.5K 0.04% 40
2023
Q2 		$364K Hold
1,652
– – 0.02% 183
2023
Q1 		$337K Sell
1,652
-13,067
-89% -$2.62M 0.02% 167
2022
Q4 		$2.81M Sell
14,719
-13,255
-47% -$2.55M 0.19% 119
2022
Q3 		$5.28M Hold
27,974
– – 0.37% 74
2022
Q2 		$5.28M Sell
27,974
-61,315
-69% -$12.6M 0.37% 74
2022
Q1 		$20.3M Sell
89,289
-357,703
-80% -$80.4M 1.1% 19
2021
Q4 		$108M Sell
446,992
-1,346
-0.3% -$318K 5.1% 3
2021
Q3 		$99.6M Buy
448,338
+10,671
+2% +$2.43M 5.08% 1
2021
Q2 		$97.5M Buy
437,667
+85,817
+24% +$18.6M 5.05% 1
2021
Q1 		$72.7M Buy
351,850
+152,331
+76% +$30.8M 4.21% 3
2020
Q4 		$38.8M Buy
199,519
+131,092
+192% +$24M 2.29% 5
2020
Q3 		$11.7M Buy
68,427
+46,593
+213% +$7.84M 0.81% 30
2020
Q2 		$3.42M Buy
21,834
+18,346
+526% +$2.71M 0.28% 92
2020
Q1 		$450K Sell
3,488
-415,589
-99% -$64.3M 0.05% 162
2019
Q4 		$68.6M Buy
419,077
+72,966
+21% +$11.4M 5.04% 1
2019
Q3 		$52.3M Buy
346,111
+66,519
+24% +$10M 4.2% 2
2019
Q2 		$42M Buy
279,592
+5,460
+2% +$804K 3.67% 1
2019
Q1 		$39.7M Buy
274,132
+2,441
+0.9% +$341K 3.6% 2
2018
Q4 		$34.7M Sell
271,691
-115,856
-30% -$16M 3.64% 1
2018
Q3 		$58M Buy
387,547
+39,777
+11% +$5.85M 5.45% 1
2018
Q2 		$48.8M Buy
347,770
+2,499
+0.7% +$349K 4.64% 1
2018
Q1 		$46.9M Buy
345,271
+3,074
+0.9% +$431K 4.61% 1
2017
Q4 		$47M Buy
342,197
+6,466
+2% +$865K 5.14% 1
2017
Q3 		$43.5M Sell
335,731
-1,558,654
-82% -$197M 5.24% 1
2017
Q2 		$236M Sell
1,894,385
-165,293
-8% -$20.4M 21.54% 1
2017
Q1 		$250M Buy
2,059,678
+58,342
+3% +$6.99M 20.57% 1
2016
Q4 		$231M Buy
2,001,336
+8,097
+0.4% +$911K 19.68% 1
2016
Q3 		$222M Buy
1,993,239
+719,711
+57% +$79.8M 19.14% 1
2016
Q2 		$136M Buy
1,273,528
+629,637
+98% +$66.7M 13.32% 1
2016
Q1 		$67.5M Buy
643,891
+610,566
+1,832% +$60.5M 6.9% 1
2015
Q4 		$3.48M Buy
33,325
+4,951
+17% +$521K 0.39% 89
2015
Q3 		$2.8M Buy
28,374
+8,631
+44% +$906K 0.33% 91
2015
Q2 		$2.11M Buy
19,743
+5,695
+41% +$621K 0.23% 76
2015
Q1 		$1.51M Buy
14,048
+5,692
+68% +$608K 0.15% 65
2014
Q4 		$886K Buy
8,356
+5,917
+243% +$612K 0.09% 63
2014
Q3 		$247K Buy
+2,439
New +$249K 0.02% 67

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's VTI Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2023, closing a stake of 1,591 shares — an estimated $338K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in VTI in Q3 2014 and held it in 37 quarters. The position peaked at $250M in Q1 2017. 2,681 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 1,591 Vanguard Morningstar Total Stock Market ETF shares in Q4 2023, an estimated $338K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2014 and held it in 37 quarters.
  • Kiwi Wealth Investments Limited Partnership's Vanguard Morningstar Total Stock Market ETF position peaked at $250M in Q1 2017.
  • 2,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.