MACRO Consulting Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MACRO Consulting Group’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 Q2	$4.32M	Buy	19,398 +384	+2%	+$83.3K	2.23%	11
2021 Q1	$3.93M	Sell	19,014 -80	-0.4%	-$16.2K	2.12%	12
2020 Q4	$3.72M	Buy	19,094 +161	+0.9%	+$29.4K	2.16%	11
2020 Q3	$3.17M	Buy	18,933 +1,084	+6%	+$182K	2.09%	11
2020 Q2	$2.79M	Buy	17,849 +15,017	+530%	+$2.21M	1.94%	10
2020 Q1	$411K	Hold	2,832	–	–	0.32%	53
2019 Q4	$464K	Hold	2,832	–	–	0.37%	48
2019 Q3	$428K	Buy	+2,832	New	+$427K	0.36%	48
2019 Q2	–	Sell	-4,121	Closed	-$597K	–	61
2019 Q1	$597K	Sell	4,121 -200	-5%	-$27.9K	0.57%	41
2018 Q4	$551K	Buy	+4,321	New	+$597K	0.54%	43

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

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

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

MFRM

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

MACRO Consulting Group's VTI Position: Q2 2021 in Review

MACRO Consulting Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2021, buying an estimated $83.3K and bringing the position to 19,398 shares worth $4.32M. The position accounts for 2.23% of the portfolio, ranked #11.

MACRO Consulting Group first reported a position in VTI in Q4 2018 and has held it in 10 quarters since. 1,865 funds tracked by Wall St. Rank hold VTI as of Q2 2021.

MACRO Consulting Group held 19,398 shares of Vanguard Morningstar Total Stock Market ETF worth $4.32M as of Q2 2021.
MACRO Consulting Group bought 384 Vanguard Morningstar Total Stock Market ETF shares in Q2 2021, an estimated $83.3K.
Vanguard Morningstar Total Stock Market ETF made up 2.23% of MACRO Consulting Group's portfolio in Q2 2021, its #11 holding.
MACRO Consulting Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 10 quarters since.
1,865 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.