Nachman Norwood & Parrott’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Nachman Norwood & Parrott’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 Q2	$1.23M	Buy	5,510 +3,249	+144%	+$705K	0.12%	114
2021 Q1	$467K	Sell	2,261 -275	-11%	-$55.6K	0.05%	187
2020 Q4	$494K	Buy	2,536 +136	+6%	+$24.9K	0.06%	175
2020 Q3	$409K	Sell	2,400 -644	-21%	-$108K	0.06%	175
2020 Q2	$476K	Sell	3,044 -1,155	-28%	-$170K	0.08%	156
2020 Q1	$541K	Sell	4,199 -2	-0%	-$309	0.11%	133
2019 Q4	$687K	Buy	4,201 +158	+4%	+$24.8K	0.11%	138
2019 Q3	$610K	Sell	4,043 -66	-2%	-$9.95K	0.11%	139
2019 Q2	$617K	Hold	4,109	–	–	0.11%	138
2019 Q1	$595K	Sell	4,109 -42	-1%	-$5.86K	0.11%	133
2018 Q4	$530K	Buy	+4,151	New	+$573K	0.11%	134

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

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

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

NMIFOAC

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Nachman Norwood & Parrott's VTI Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 144% in Q2 2021, buying an estimated $705K and bringing the position to 5,510 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #114.

Nachman Norwood & Parrott first reported a position in VTI in Q4 2018 and has held it in 11 quarters since. 1,865 funds tracked by Wall St. Rank hold VTI as of Q2 2021.

Nachman Norwood & Parrott held 5,510 shares of Vanguard Morningstar Total Stock Market ETF worth $1.23M as of Q2 2021.
Nachman Norwood & Parrott bought 3,249 Vanguard Morningstar Total Stock Market ETF shares in Q2 2021, an estimated $705K.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #114 holding.
Nachman Norwood & Parrott first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 11 quarters since.
1,865 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.