Leo Brokerage’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Leo Brokerage’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 Q2	$2.04M	Sell	9,279 -2,358	-20%	-$492K	0.23%	72
2023 Q1	$2.38M	Buy	+11,637	New	+$2.33M	0.35%	52
2022 Q2	$294K	Sell	1,560 -8,687	-85%	-$1.78M	0.08%	133
2022 Q1	$2.33M	Buy	+10,247	New	+$2.3M	0.37%	52
2021 Q3	$802K	Buy	3,612 +1,504	+71%	+$343K	0.15%	77
2021 Q2	$470K	Buy	2,108 +273	+15%	+$59.2K	0.09%	113
2021 Q1	$379K	Buy	1,835 +1	+0.1%	+$202	0.11%	125
2020 Q4	$357K	Buy	+1,834	New	+$335K	0.12%	118

Other funds holding VTI

RIM

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Leo Brokerage's VTI Position: Q2 2023 in Review

Leo Brokerage reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2023, selling an estimated $492K and leaving 9,279 shares worth $2.04M. The position accounts for 0.23% of the portfolio, ranked #72.

Leo Brokerage first reported a position in VTI in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.38M in Q1 2023. 2,383 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

Leo Brokerage held 9,279 shares of Vanguard Morningstar Total Stock Market ETF worth $2.04M as of Q2 2023.
Leo Brokerage sold 2,358 Vanguard Morningstar Total Stock Market ETF shares in Q2 2023, an estimated $492K.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of Leo Brokerage's portfolio in Q2 2023, its #72 holding.
Leo Brokerage first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 8 quarters since.
Leo Brokerage's Vanguard Morningstar Total Stock Market ETF position peaked at $2.38M in Q1 2023.
2,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.