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Oikos Holdings’s Vanguard Total Stock Market ETF VTI Stock Holding History

Oikos Holdings’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
2024
Q2 		$126M Buy
469,580
+87,100
+23% +$22.5M 29.76% 1
2024
Q1 		$99.4M Buy
382,480
+18,800
+5% +$4.65M 25.35% 2
2023
Q4 		$86.3M Buy
363,680
+98,480
+37% +$21.8M 23.59% 2
2023
Q3 		$56.3M Buy
265,200
+73,700
+38% +$16.3M 20.31% 1
2023
Q2 		$42.2M Buy
191,500
+36,150
+23% +$7.54M 16.66% 2
2023
Q1 		$31.7M Buy
155,350
+89,400
+136% +$17.9M 13.21% 4
2022
Q4 		$12.6M Sell
65,950
-345,150
-84% -$66.5M 6.32% 5
2022
Q3 		$73.8M Hold
411,100
– – 27.03% 2
2022
Q2 		$77.5M Buy
411,100
+3,500
+0.9% +$719K 25.82% 2
2022
Q1 		$92.8M Buy
407,600
+91,950
+29% +$20.7M 28.88% 2
2021
Q4 		$76.2M Buy
315,650
+60,000
+23% +$14.2M 34.87% 1
2021
Q3 		$56.8M Buy
255,650
+82,300
+47% +$18.8M 42.22% 1
2021
Q2 		$38.6M Buy
173,350
+124,450
+254% +$27M 41.22% 2
2021
Q1 		$10.1M Buy
+48,900
New +$9.89M 17.19% 2

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oikos Holdings's VTI Position: Q2 2024 in Review

Oikos Holdings increased its Vanguard Total Stock Market ETF (VTI) stake by 23% in Q2 2024, buying an estimated $22.5M and bringing the position to 469,580 shares worth $126M. The position accounts for 29.76% of the portfolio, ranked #1.

Oikos Holdings first reported a position in VTI in Q1 2021 and has held it in 14 quarters since. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • Oikos Holdings held 469,580 shares of Vanguard Total Stock Market ETF worth $126M as of Q2 2024.
  • Oikos Holdings bought 87,100 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $22.5M.
  • Vanguard Total Stock Market ETF made up 29.76% of Oikos Holdings's portfolio in Q2 2024, its #1 holding.
  • Oikos Holdings first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and has held it in 14 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Oikos Holdings's 13F filing for Q2 2024, filed 31 Jul 2024.