MUFG Americas’s Vanguard Total Stock Market ETF VTI Stock Holding History

MUFG Americas’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	-9,215	Closed	-$1.65M	–	830
2022 Q3	$1.65M	Sell	9,215 -549	-6%	-$109K	0.04%	230
2022 Q2	$1.84M	Buy	9,764 +379	+4%	+$77.9K	0.04%	228
2022 Q1	$2.14M	Buy	9,385 +1,873	+25%	+$421K	0.04%	225
2021 Q4	$1.81M	Sell	7,512 -91	-1%	-$21.5K	0.03%	239
2021 Q3	$1.69M	Sell	7,603 -70	-0.9%	-$16K	0.03%	234
2021 Q2	$1.71M	Sell	7,673 -442	-5%	-$95.9K	0.03%	232
2021 Q1	$1.68M	Sell	8,115 -686	-8%	-$139K	0.03%	247
2020 Q4	$1.71M	Sell	8,801 -411	-4%	-$75.1K	0.03%	244
2020 Q3	$1.57M	Sell	9,212 -2,184	-19%	-$367K	0.04%	233
2020 Q2	$1.78M	Buy	11,396 +2,311	+25%	+$341K	0.05%	225
2020 Q1	$1.17M	Sell	9,085 -1,213	-12%	-$188K	0.04%	234
2019 Q4	$1.69M	Buy	10,298 +2,666	+35%	+$418K	0.04%	250
2019 Q3	$1.15M	Buy	7,632 +108	+1%	+$16.3K	0.03%	264
2019 Q2	$1.13M	Buy	7,524 +1,009	+15%	+$149K	0.03%	264
2019 Q1	$943K	Sell	6,515 -53	-0.8%	-$7.39K	0.03%	273
2018 Q4	$838K	Buy	6,568 +2,720	+71%	+$376K	0.03%	273
2018 Q3	$576K	Sell	3,848 -101	-3%	-$14.9K	0.02%	309
2018 Q2	$555K	Buy	3,949 +41	+1%	+$5.72K	0.02%	305
2018 Q1	$530K	Sell	3,908 -159	-4%	-$22.3K	0.02%	324
2017 Q4	$558K	Sell	4,067 -40	-1%	-$5.35K	0.02%	332
2017 Q3	$532K	Hold	4,107	–	–	0.02%	340
2017 Q2	$511K	Sell	4,107 -1,567	-28%	-$193K	0.02%	345
2017 Q1	$688K	Sell	5,674 -64	-1%	-$7.67K	0.02%	320
2016 Q4	$662K	Sell	5,738 -100	-2%	-$11.2K	0.02%	332
2016 Q3	$650K	Sell	5,838 -2,491	-30%	-$276K	0.02%	337
2016 Q2	$892K	Buy	8,329 +318	+4%	+$33.7K	0.03%	285
2016 Q1	$840K	Buy	8,011 +250	+3%	+$24.8K	0.03%	292
2015 Q4	$809K	Buy	7,761 +394	+5%	+$41.5K	0.03%	292
2015 Q3	$728K	Sell	7,367 -120	-2%	-$12.6K	0.03%	321
2015 Q2	$801K	Buy	7,487 +767	+11%	+$83.7K	0.03%	317
2015 Q1	$721K	Buy	6,720 +670	+11%	+$71.6K	0.02%	328
2014 Q4	$641K	Sell	6,050 -310	-5%	-$32.1K	0.02%	344
2014 Q3	$644K	Buy	6,360 +200	+3%	+$20.4K	0.02%	340
2014 Q2	$627K	Buy	6,160 +270	+5%	+$26.6K	0.02%	352
2014 Q1	$575K	Buy	5,890 +101	+2%	+$9.67K	0.02%	356
2013 Q4	$556K	Sell	5,789 -16,119	-74%	-$1.48M	0.02%	354
2013 Q3	$1.92M	Buy	21,908 +2,578	+13%	+$224K	0.07%	222
2013 Q2	$1.6M	Buy	+19,330	New	+$1.6M	0.03%	423

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 $11.5B AUM 18.72% 1-Year Est. Return

MUFG Americas's VTI Position: Q4 2022 in Review

MUFG Americas sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2022, closing a stake of 9,215 shares — an estimated $1.65M sold.

MUFG Americas first reported a position in VTI in Q2 2013 and held it in 38 quarters. The position peaked at $2.14M in Q1 2022. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

MUFG Americas reported no remaining Vanguard Total Stock Market ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 9,215 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $1.65M.
MUFG Americas first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 38 quarters.
MUFG Americas's Vanguard Total Stock Market ETF position peaked at $2.14M in Q1 2022.
2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.