Permit Capital Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Permit Capital Advisors’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	$420K	Buy	+1,875	New	+$422K	0.16%	62

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

Permit Capital Advisors's VTI Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2022: 1,875 shares worth $420K. The stake represents 0.16% of the portfolio and ranks #62 among its holdings.

2,226 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Permit Capital Advisors held 1,875 shares of Vanguard Morningstar Total Stock Market ETF worth $420K as of Q1 2022.
Vanguard Morningstar Total Stock Market ETF was a new Permit Capital Advisors position in Q1 2022.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Permit Capital Advisors's portfolio in Q1 2022, its #62 holding.
2,226 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.