Linker Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Linker Capital Management’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	$868K	Hold	3,940	–	–	0.89%	21
2023 Q1	$804K	Hold	3,940	–	–	0.88%	22
2022 Q4	$753K	Hold	3,940	–	–	0.86%	22
2022 Q3	$707K	Hold	3,940	–	–	0.88%	22
2022 Q2	$743K	Hold	3,940	–	–	0.92%	20
2022 Q1	$897K	Hold	3,940	–	–	0.89%	22
2021 Q4	$951K	Buy	+3,940	New	+$930K	0.91%	20

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

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

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

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

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

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

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

Linker Capital Management's VTI Position: Q2 2023 in Review

Linker Capital Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2023 at 3,940 shares worth $868K. The position accounts for 0.89% of the portfolio, ranked #21.

Linker Capital Management first reported a position in VTI in Q4 2021 and has held it in 7 quarters since. The position peaked at $951K in Q4 2021. 2,380 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

Linker Capital Management held 3,940 shares of Vanguard Morningstar Total Stock Market ETF worth $868K as of Q2 2023.
Linker Capital Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2023.
Vanguard Morningstar Total Stock Market ETF made up 0.89% of Linker Capital Management's portfolio in Q2 2023, its #21 holding.
Linker Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 7 quarters since.
Linker Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $951K in Q4 2021.
2,380 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2023.

Based on Linker Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.