Palladium Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Palladium Partners’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	$293K	Sell	1,288 -1,120	-47%	-$252K	0.01%	290
2021 Q4	$581K	Buy	2,408 +1,130	+88%	+$267K	0.02%	236
2021 Q3	$284K	Buy	1,278 +111	+10%	+$25.3K	0.01%	255
2021 Q2	$260K	Buy	1,167 +40	+4%	+$8.68K	0.01%	255
2021 Q1	$233K	Sell	1,127 -307	-21%	-$62.1K	0.01%	262
2020 Q4	$279K	Buy	+1,434	New	+$262K	0.02%	225
2018 Q2	–	Sell	-1,659	Closed	-$225K	–	270
2018 Q1	$225K	Buy	+1,659	New	+$233K	0.02%	252
2014 Q2	–	Sell	-587	Closed	-$57K	–	461
2014 Q1	$57K	Buy	+587	New	+$56.2K	0.01%	332

Other funds holding VTI

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Palladium Partners's VTI Position: Q1 2022 in Review

Palladium Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 47% in Q1 2022, selling an estimated $252K and leaving 1,288 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #290.

Palladium Partners first reported a position in VTI in Q1 2014 and has held it in 8 quarters since. The position peaked at $581K in Q4 2021. 2,226 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Palladium Partners held 1,288 shares of Vanguard Morningstar Total Stock Market ETF worth $293K as of Q1 2022.
Palladium Partners sold 1,120 Vanguard Morningstar Total Stock Market ETF shares in Q1 2022, an estimated $252K.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Palladium Partners's portfolio in Q1 2022, its #290 holding.
Palladium Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2014 and has held it in 8 quarters since.
Palladium Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $581K in Q4 2021.
2,226 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.