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

Nauset Wealth 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
2022
Q1 		$366K Buy
1,609
+1
+0.1% +$225 0.29% 44
2021
Q4 		$388K Buy
+1,608
New +$380K 0.37% 39

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Nauset Wealth Management's VTI Position: Q1 2022 in Review

Nauset Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.06% in Q1 2022, buying an estimated $225 and bringing the position to 1,609 shares worth $366K. The position accounts for 0.29% of the portfolio, ranked #44.

Nauset Wealth Management first reported a position in VTI in Q4 2021 and has held it in 2 quarters since. The position peaked at $388K in Q4 2021. 2,226 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

  • Nauset Wealth Management held 1,609 shares of Vanguard Morningstar Total Stock Market ETF worth $366K as of Q1 2022.
  • Nauset Wealth Management bought 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2022, an estimated $225.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of Nauset Wealth Management's portfolio in Q1 2022, its #44 holding.
  • Nauset Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $388K in Q4 2021.
  • 2,226 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.