Level Four Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Level Four Financial’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 Q3	$3.65M	Buy	16,419 +605	+4%	+$138K	1.59%	8
2021 Q2	$3.52M	Sell	15,814 -504	-3%	-$109K	1.49%	9
2021 Q1	$3.37M	Buy	16,318 +3,766	+30%	+$762K	1.56%	10
2020 Q4	$2.44M	Buy	+12,552	New	+$2.29M	1.05%	14

Other funds holding VTI

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

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Level Four Financial's VTI Position: Q3 2021 in Review

Level Four Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.8% in Q3 2021, buying an estimated $138K and bringing the position to 16,419 shares worth $3.65M. The position accounts for 1.59% of the portfolio, ranked #8.

Level Four Financial first reported a position in VTI in Q4 2020 and has held it in 4 quarters since. 1,901 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Level Four Financial held 16,419 shares of Vanguard Morningstar Total Stock Market ETF worth $3.65M as of Q3 2021.
Level Four Financial bought 605 Vanguard Morningstar Total Stock Market ETF shares in Q3 2021, an estimated $138K.
Vanguard Morningstar Total Stock Market ETF made up 1.59% of Level Four Financial's portfolio in Q3 2021, its #8 holding.
Level Four Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 4 quarters since.
1,901 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.