Mercer Investments’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mercer Investments’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 Q4	–	Sell	-655	Closed	-$118K	–	10
2022 Q3	$118K	Buy	655 +3	+0.5%	+$598	0.23%	9
2022 Q2	$123K	Sell	652 -56	-8%	-$11.5K	0.25%	9
2022 Q1	$161K	Sell	708 -477	-40%	-$107K	0.26%	9
2021 Q4	$286K	Buy	1,185 +5	+0.4%	+$1.18K	0.44%	9
2021 Q3	$262K	Buy	1,180 +3	+0.3%	+$684	0.57%	8
2021 Q2	$262K	Buy	+1,177	New	+$255K	0.59%	7

Other funds holding VTI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Mercer Investments's VTI Position: Q4 2022 in Review

Mercer Investments sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2022, closing a stake of 655 shares — an estimated $118K sold.

Mercer Investments first reported a position in VTI in Q2 2021 and held it in 6 quarters. The position peaked at $286K in Q4 2021. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

Mercer Investments reported no remaining Vanguard Total Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Mercer Investments sold 655 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $118K.
Mercer Investments first reported a position in Vanguard Total Stock Market ETF in Q2 2021 and held it in 6 quarters.
Mercer Investments's Vanguard Total Stock Market ETF position peaked at $286K in Q4 2021.
2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

Based on Mercer Investments's 13F filing for Q4 2022, filed 10 Feb 2023.