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Means Investment Company’s Vanguard Total Stock Market ETF VTI Stock Holding History

Means Investment Company’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
2023
Q3 		– Sell
-1,097
Closed -$242K – 200
2023
Q2 		$242K Sell
1,097
-19
-2% -$3.96K 0.04% 177
2023
Q1 		$228K Sell
1,116
-32
-3% -$6.41K 0.04% 183
2022
Q4 		$220K Buy
1,148
+2
+0.2% +$385 0.04% 183
2022
Q3 		$206K Buy
+1,146
New +$228K 0.04% 181
2022
Q2 		– Sell
-1,085
Closed -$247K – 201
2022
Q1 		$247K Buy
+1,085
New +$244K 0.04% 172

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Means Investment Company's VTI Position: Q3 2023 in Review

Means Investment Company sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2023, closing a stake of 1,097 shares — an estimated $242K sold.

Means Investment Company first reported a position in VTI in Q1 2022 and held it in 5 quarters. The position peaked at $247K in Q1 2022. 2,403 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

  • Means Investment Company reported no remaining Vanguard Total Stock Market ETF position as of Q3 2023 after selling out during the quarter.
  • Means Investment Company sold 1,097 Vanguard Total Stock Market ETF shares in Q3 2023, an estimated $242K.
  • Means Investment Company first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and held it in 5 quarters.
  • Means Investment Company's Vanguard Total Stock Market ETF position peaked at $247K in Q1 2022.
  • 2,403 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2023.

Based on Means Investment Company's 13F filing for Q3 2023, filed 25 Oct 2023.