NFP
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Novak Financial Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

Novak Financial Planning’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 		$10.3M Buy
46,180
+15,399
+50% +$3.34M 5.04% 1
2021
Q1 		$6.36M Buy
30,781
+3,777
+14% +$764K 3.49% 6
2020
Q4 		$5.26M Buy
+27,004
New +$4.94M 3.09% 6

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
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

Novak Financial Planning's VTI Position: Q2 2021 in Review

Novak Financial Planning increased its Vanguard Total Stock Market ETF (VTI) stake by 50% in Q2 2021, buying an estimated $3.34M and bringing the position to 46,180 shares worth $10.3M. The position accounts for 5.04% of the portfolio, ranked #1.

Novak Financial Planning first reported a position in VTI in Q4 2020 and has held it in 3 quarters since. 1,864 funds tracked by Wall St. Rank hold VTI as of Q2 2021.

  • Novak Financial Planning held 46,180 shares of Vanguard Total Stock Market ETF worth $10.3M as of Q2 2021.
  • Novak Financial Planning bought 15,399 Vanguard Total Stock Market ETF shares in Q2 2021, an estimated $3.34M.
  • Vanguard Total Stock Market ETF made up 5.04% of Novak Financial Planning's portfolio in Q2 2021, its #1 holding.
  • Novak Financial Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 3 quarters since.
  • 1,864 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.