Pantheon Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Pantheon Investment Group’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 Q4	$964K	Sell	4,078 -127	-3%	-$30K	0.76%	51
2021 Q3	$923K	Sell	4,205 -128	-3%	-$29.2K	0.79%	47
2021 Q2	$965K	Buy	4,333 +173	+4%	+$37.5K	0.81%	43
2021 Q1	$860K	Buy	4,160 +413	+11%	+$83.6K	0.83%	43
2020 Q4	$729K	Sell	3,747 -188	-5%	-$34.4K	0.8%	45
2020 Q3	$670K	Buy	3,935 +1,638	+71%	+$275K	0.8%	46
2020 Q2	$360K	Buy	2,297 +57	+3%	+$8.4K	0.45%	53
2020 Q1	$281K	Sell	2,240 -70,960	-97%	-$11M	0.42%	44
2019 Q4	$12M	Buy	+73,200	New	+$11.5M	11.25%	1

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pantheon Investment Group's VTI Position: Q4 2021 in Review

Pantheon Investment Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 3% in Q4 2021, selling an estimated $30K and leaving 4,078 shares worth $964K. The position accounts for 0.76% of the portfolio, ranked #51.

Pantheon Investment Group first reported a position in VTI in Q4 2019 and has held it in 9 quarters since. The position peaked at $12M in Q4 2019. 2,231 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

Pantheon Investment Group held 4,078 shares of Vanguard Total Stock Market ETF worth $964K as of Q4 2021.
Pantheon Investment Group sold 127 Vanguard Total Stock Market ETF shares in Q4 2021, an estimated $30K.
Vanguard Total Stock Market ETF made up 0.76% of Pantheon Investment Group's portfolio in Q4 2021, its #51 holding.
Pantheon Investment Group first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 9 quarters since.
Pantheon Investment Group's Vanguard Total Stock Market ETF position peaked at $12M in Q4 2019.
2,231 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.