Oikos Holdings’s Vanguard Morningstar 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 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Oikos Holdings's VTI Position: Q2 2024 in Review

Oikos Holdings increased its Vanguard Morningstar 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. 2,780 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

Oikos Holdings held 469,580 shares of Vanguard Morningstar Total Stock Market ETF worth $126M as of Q2 2024.
Oikos Holdings bought 87,100 Vanguard Morningstar Total Stock Market ETF shares in Q2 2024, an estimated $22.5M.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q1 2021 and has held it in 14 quarters since.
2,780 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

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