PP
VTI icon

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

Patron 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
2021
Q1 		– Sell
-1,477
Closed -$287K – 169
2020
Q4 		$287K Buy
+1,477
New +$270K 0.28% 97

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Patron Partners's VTI Position: Q1 2021 in Review

Patron Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2021, closing a stake of 1,477 shares — an estimated $287K sold.

Patron Partners first reported a position in VTI in Q4 2020 and held it in 1 quarter. The position peaked at $287K in Q4 2020. 1,820 funds tracked by Wall St. Rank hold VTI as of Q1 2021.

  • Patron Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2021 after selling out during the quarter.
  • Patron Partners sold 1,477 Vanguard Morningstar Total Stock Market ETF shares in Q1 2021, an estimated $287K.
  • Patron Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 1 quarter.
  • Patron Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $287K in Q4 2020.
  • 1,820 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2021.

Based on Patron Partners's 13F filing for Q1 2021, filed 20 May 2021.