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Milestone Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Milestone Wealth’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 		$48K Hold
268
– – 0.05% 112
2022
Q2 		$51K Hold
268
– – 0.05% 108
2022
Q1 		$65K Hold
268
– – 0.05% 112
2021
Q4 		$65K Buy
+268
New +$63.3K 0.05% 112

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

Milestone Wealth's VTI Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2022 at 268 shares worth $48K. The position accounts for 0.05% of the portfolio, ranked #112.

Milestone Wealth first reported a position in VTI in Q4 2021 and has held it in 4 quarters since. The position peaked at $65K in Q1 2022. 2,146 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

  • Milestone Wealth held 268 shares of Vanguard Morningstar Total Stock Market ETF worth $48K as of Q3 2022.
  • Milestone Wealth left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2022.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Milestone Wealth's portfolio in Q3 2022, its #112 holding.
  • Milestone Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $65K in Q1 2022.
  • 2,146 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.