Mid Atlantic Financial Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.56M	Sell	7,010 -118	-2%	-$26.9K	0.1%	169
2021 Q2	$1.59M	Buy	7,128 +860	+14%	+$187K	0.11%	169
2021 Q1	$1.29M	Buy	6,268 +123	+2%	+$24.9K	0.09%	178
2020 Q4	$1.2M	Buy	6,145 +881	+17%	+$161K	0.09%	193
2020 Q3	$955K	Buy	5,264 +333	+7%	+$56K	0.08%	222
2020 Q2	$772K	Sell	4,931 -759	-13%	-$112K	0.07%	235
2020 Q1	$734K	Sell	5,690 -4,302	-43%	-$665K	0.08%	228
2019 Q4	$1.64M	Buy	9,992 +65	+0.7%	+$10.2K	0.15%	130
2019 Q3	$1.5M	Sell	9,927 -1,738	-15%	-$262K	0.16%	121
2019 Q2	$1.75M	Buy	11,665 +3,418	+41%	+$503K	0.18%	112
2019 Q1	$1.19M	Buy	8,247 +3,697	+81%	+$516K	0.13%	147
2018 Q4	$581K	Buy	+4,550	New	+$628K	0.07%	292

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Mid Atlantic Financial Management's VTI Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.7% in Q3 2021, selling an estimated $26.9K and leaving 7,010 shares worth $1.56M. The position accounts for 0.1% of the portfolio, ranked #169.

Mid Atlantic Financial Management first reported a position in VTI in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.75M in Q2 2019. 1,900 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Mid Atlantic Financial Management held 7,010 shares of Vanguard Total Stock Market ETF worth $1.56M as of Q3 2021.
Mid Atlantic Financial Management sold 118 Vanguard Total Stock Market ETF shares in Q3 2021, an estimated $26.9K.
Vanguard Total Stock Market ETF made up 0.1% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #169 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Vanguard Total Stock Market ETF position peaked at $1.75M in Q2 2019.
1,900 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.