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

McCutchen 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
2022
Q3 		$83.5M Buy
465,461
+1,186
+0.3% +$236K 17.99% 1
2022
Q2 		$87.6M Buy
464,275
+5,935
+1% +$1.22M 17.75% 1
2022
Q1 		$104M Buy
458,340
+22,348
+5% +$5.03M 18.16% 1
2021
Q4 		$105M Sell
435,992
-3,595
-0.8% -$849K 17.96% 1
2021
Q3 		$97.6M Buy
439,587
+3,695
+0.8% +$843K 17.81% 1
2021
Q2 		$97.1M Buy
435,892
+5,816
+1% +$1.26M 17.81% 1
2021
Q1 		$88.9M Buy
430,076
+2,146
+0.5% +$434K 17.85% 1
2020
Q4 		$83.3M Buy
427,930
+9,671
+2% +$1.77M 17.98% 1
2020
Q3 		$71.2M Buy
418,259
+12,891
+3% +$2.17M 17.58% 1
2020
Q2 		$63.5M Buy
405,368
+292
+0.1% +$43.1K 17.01% 1
2020
Q1 		$52.2M Buy
405,076
+136,027
+51% +$21M 16.34% 1
2019
Q4 		$44M Buy
269,049
+6,418
+2% +$1.01M 12% 4
2019
Q3 		$39.7M Buy
262,631
+12,631
+5% +$1.9M 11.68% 4
2019
Q2 		$37.5M Buy
250,000
+17,643
+8% +$2.6M 11.56% 4
2019
Q1 		$33.6M Buy
232,357
+10,339
+5% +$1.44M 11.2% 4
2018
Q4 		$28.3M Buy
222,018
+8,659
+4% +$1.2M 10.59% 4
2018
Q3 		$32.1M Buy
213,359
+3,050
+1% +$449K 10.44% 4
2018
Q2 		$29.5M Sell
210,309
-8,403
-4% -$1.17M 10.12% 4
2018
Q1 		$29.7M Buy
218,712
+155
+0.1% +$21.7K 10.28% 4
2017
Q4 		$30M Buy
218,557
+1,712
+0.8% +$229K 10.47% 3
2017
Q3 		$28.1M Buy
216,845
+7,059
+3% +$894K 9.89% 4
2017
Q2 		$26.1M Buy
209,786
+1,938
+0.9% +$239K 9.82% 4
2017
Q1 		$25.2M Buy
207,848
+76
+0% +$9.1K 10.02% 5
2016
Q4 		$24M Buy
207,772
+1,715
+0.8% +$193K 10.12% 5
2016
Q3 		$22.9M Buy
206,057
+388
+0.2% +$43K 9.57% 5
2016
Q2 		$22M Sell
205,669
-5,570
-3% -$590K 10.12% 5
2016
Q1 		$22.1M Buy
211,239
+9,988
+5% +$990K 10.52% 5
2015
Q4 		$21M Sell
201,251
-8,828
-4% -$930K 10.59% 3
2015
Q3 		$20.7M Buy
210,079
+5,464
+3% +$574K 10.4% 3
2015
Q2 		$21.9M Sell
204,615
-12,276
-6% -$1.34M 10.28% 3
2015
Q1 		$23.3M Buy
216,891
+3,357
+2% +$359K 11.46% 3
2014
Q4 		$22.6M Sell
213,534
-1,659
-0.8% -$172K 11.97% 3
2014
Q3 		$21.8M Sell
215,193
-2,873
-1% -$294K 12.53% 3
2014
Q2 		$22.2M Buy
218,066
+1,267
+0.6% +$125K 12.03% 3
2014
Q1 		$21.1M Sell
216,799
-222,921
-51% -$21.3M 12.13% 3
2013
Q4 		$42.2M Buy
439,720
+196,742
+81% +$18.1M 17.31% 3
2013
Q3 		$21.3M Buy
242,978
+30,781
+15% +$2.68M 15.23% 3
2013
Q2 		$17.5M Buy
+212,197
New +$17.6M 15.89% 2

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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 $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McCutchen Group's VTI Position: Q3 2022 in Review

McCutchen Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.26% in Q3 2022, buying an estimated $236K and bringing the position to 465,461 shares worth $83.5M. The position accounts for 17.99% of the portfolio, ranked #1.

McCutchen Group first reported a position in VTI in Q2 2013 and has held it in 38 quarters since. The position peaked at $105M in Q4 2021. 2,146 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

  • McCutchen Group held 465,461 shares of Vanguard Morningstar Total Stock Market ETF worth $83.5M as of Q3 2022.
  • McCutchen Group bought 1,186 Vanguard Morningstar Total Stock Market ETF shares in Q3 2022, an estimated $236K.
  • Vanguard Morningstar Total Stock Market ETF made up 17.99% of McCutchen Group's portfolio in Q3 2022, its #1 holding.
  • McCutchen Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 38 quarters since.
  • McCutchen Group's Vanguard Morningstar Total Stock Market ETF position peaked at $105M in Q4 2021.
  • 2,146 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2022.

Based on McCutchen Group's 13F filing for Q3 2022, filed 2 Nov 2022.