LAM
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Lountzis Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lountzis Asset 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
2021
Q4 		– Sell
-10
Closed -$2.22K – 92
2021
Q3 		$2.22K Buy
+10
New +$2.28K ﹤0.01% 90

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lountzis Asset Management's VTI Position: Q4 2021 in Review

Lountzis Asset Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2021, closing a stake of 10 shares — an estimated $2.22K sold.

Lountzis Asset Management first reported a position in VTI in Q3 2021 and held it in 1 quarter. The position peaked at $2.22K in Q3 2021. 2,231 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

  • Lountzis Asset Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2021 after selling out during the quarter.
  • Lountzis Asset Management sold 10 Vanguard Total Stock Market ETF shares in Q4 2021, an estimated $2.22K.
  • Lountzis Asset Management first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and held it in 1 quarter.
  • Lountzis Asset Management's Vanguard Total Stock Market ETF position peaked at $2.22K in Q3 2021.
  • 2,231 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.