Lucia Wealth Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lucia Wealth Services’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
2020 Q3	$5.38M	Buy	31,571 +7,425	+31%	+$1.25M	1.26%	22
2020 Q2	$3.78M	Buy	24,146 +1,725	+8%	+$254K	1%	23
2020 Q1	$2.89M	Buy	22,421 +205	+0.9%	+$31.7K	0.96%	22
2019 Q4	$3.63M	Buy	22,216 +2,811	+14%	+$440K	1.12%	24
2019 Q3	$2.93M	Buy	19,405 +879	+5%	+$132K	0.98%	27
2019 Q2	$2.78M	Buy	18,526 +392	+2%	+$57.7K	0.96%	26
2019 Q1	$2.62M	Buy	18,134 +1,384	+8%	+$193K	0.9%	27
2018 Q4	$2.14M	Buy	16,750 +5,464	+48%	+$754K	1.01%	27
2018 Q3	$1.69M	Buy	11,286 +1,131	+11%	+$166K	0.53%	45
2018 Q2	$1.43M	Buy	10,155 +2,126	+26%	+$297K	0.62%	44
2018 Q1	$1.09M	Buy	8,029 +4,307	+116%	+$604K	0.35%	74
2017 Q4	$511K	Buy	+3,722	New	+$498K	0.23%	78

Other funds holding VTI

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lucia Wealth Services's VTI Position: Q3 2020 in Review

Lucia Wealth Services increased its Vanguard Total Stock Market ETF (VTI) stake by 31% in Q3 2020, buying an estimated $1.25M and bringing the position to 31,571 shares worth $5.38M. The position accounts for 1.26% of the portfolio, ranked #22.

Lucia Wealth Services first reported a position in VTI in Q4 2017 and has held it in 12 quarters since. 1,559 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

Lucia Wealth Services held 31,571 shares of Vanguard Total Stock Market ETF worth $5.38M as of Q3 2020.
Lucia Wealth Services bought 7,425 Vanguard Total Stock Market ETF shares in Q3 2020, an estimated $1.25M.
Vanguard Total Stock Market ETF made up 1.26% of Lucia Wealth Services's portfolio in Q3 2020, its #22 holding.
Lucia Wealth Services first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 12 quarters since.
1,559 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.