MCM
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Maryland Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Maryland 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
2022
Q3 		$1.53M Sell
8,541
-361
-4% -$71.9K 0.13% 80
2022
Q2 		$1.68M Sell
8,902
-576
-6% -$118K 0.13% 81
2022
Q1 		$2.16M Sell
9,478
-100
-1% -$22.5K 0.14% 82
2021
Q4 		$2.31M Sell
9,578
-1,486
-13% -$351K 0.13% 79
2021
Q3 		$2.46M Buy
11,064
+2,980
+37% +$680K 0.15% 77
2021
Q2 		$1.8M Buy
8,084
+320
+4% +$69.4K 0.11% 93
2021
Q1 		$1.6M Buy
7,764
+871
+13% +$176K 0.11% 93
2020
Q4 		$1.34M Buy
6,893
+124
+2% +$22.7K 0.09% 95
2020
Q3 		$1.15M Buy
6,769
+441
+7% +$74.2K 0.09% 94
2020
Q2 		$991K Sell
6,328
-460
-7% -$67.8K 0.09% 93
2020
Q1 		$875K Buy
6,788
+3,205
+89% +$496K 0.1% 95
2019
Q4 		$586K Hold
3,583
– – 0.06% 115
2019
Q3 		$541K Hold
3,583
– – 0.06% 125
2019
Q2 		$538K Buy
3,583
+1,273
+55% +$187K 0.06% 124
2019
Q1 		$334K Sell
2,310
-255
-10% -$35.6K 0.04% 141
2018
Q4 		$327K Hold
2,565
– – 0.05% 137
2018
Q3 		$384K Sell
2,565
-300
-10% -$44.2K 0.05% 134
2018
Q2 		$402K Buy
2,865
+209
+8% +$29.2K 0.06% 128
2018
Q1 		$360K Buy
2,656
+91
+4% +$12.8K 0.05% 134
2017
Q4 		$352K Sell
2,565
-77
-3% -$10.3K 0.05% 137
2017
Q3 		$342K Buy
2,642
+825
+45% +$104K 0.05% 135
2017
Q2 		$226K Sell
1,817
-495
-21% -$61K 0.03% 156
2017
Q1 		$280K Buy
+2,312
New +$277K 0.04% 145
2016
Q4 		– Sell
-3,097
Closed -$345K – 178
2016
Q3 		$345K Buy
+3,097
New +$343K 0.05% 128

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Maryland Capital Management's VTI Position: Q3 2022 in Review

Maryland Capital Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.1% in Q3 2022, selling an estimated $71.9K and leaving 8,541 shares worth $1.53M. The position accounts for 0.13% of the portfolio, ranked #80.

Maryland Capital Management first reported a position in VTI in Q3 2016 and has held it in 24 quarters since. The position peaked at $2.46M in Q3 2021. 2,144 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

  • Maryland Capital Management held 8,541 shares of Vanguard Total Stock Market ETF worth $1.53M as of Q3 2022.
  • Maryland Capital Management sold 361 Vanguard Total Stock Market ETF shares in Q3 2022, an estimated $71.9K.
  • Vanguard Total Stock Market ETF made up 0.13% of Maryland Capital Management's portfolio in Q3 2022, its #80 holding.
  • Maryland Capital Management first reported a position in Vanguard Total Stock Market ETF in Q3 2016 and has held it in 24 quarters since.
  • Maryland Capital Management's Vanguard Total Stock Market ETF position peaked at $2.46M in Q3 2021.
  • 2,144 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.