Polaris Wealth Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$497K	Buy	+2,339	New	+$518K	0.04%	132
2023 Q2	–	Sell	-2,339	Closed	-$477K	–	196
2023 Q1	$477K	Hold	2,339	–	–	0.04%	134
2022 Q4	$464K	Hold	2,339	–	–	0.03%	135
2022 Q3	$423K	Sell	2,339 -702	-23%	-$140K	0.04%	123
2022 Q2	$574K	Buy	3,041 +3	+0.1%	+$616	0.05%	100
2022 Q1	$685K	Buy	3,038 +3	+0.1%	+$675	0.05%	103
2021 Q4	$733K	Buy	3,035 +1,484	+96%	+$350K	0.04%	115
2021 Q3	$352K	Sell	1,551 -3,221	-67%	-$735K	0.02%	135
2021 Q2	$1.07M	Buy	4,772 +1,062	+29%	+$230K	0.06%	95
2021 Q1	$794K	Buy	3,710 +1,230	+50%	+$249K	0.05%	101
2020 Q4	$494K	Hold	2,480	–	–	0.04%	123
2020 Q3	$430K	Sell	2,480 -1,328	-35%	-$223K	0.04%	113
2020 Q2	$600K	Buy	3,808 +440	+13%	+$64.9K	0.05%	101
2020 Q1	$434K	Buy	3,368 +772	+30%	+$119K	0.05%	94
2019 Q4	$437K	Sell	2,596 -619	-19%	-$97K	0.03%	117
2019 Q3	$471K	Buy	3,215 +167	+5%	+$25.2K	0.04%	118
2019 Q2	$461K	Sell	3,048 -190	-6%	-$28K	0.04%	110
2019 Q1	$474K	Sell	3,238 -5,112	-61%	-$713K	0.04%	116
2018 Q4	$1.07M	Buy	8,350 +497	+6%	+$68.6K	0.1%	80
2018 Q3	$1.18M	Buy	7,853 +4,502	+134%	+$663K	0.08%	93
2018 Q2	$455K	Sell	3,351 -5,333	-61%	-$744K	0.04%	89
2018 Q1	$1.18M	Sell	8,684 -4,424	-34%	-$620K	0.1%	84
2017 Q4	$1.8M	Sell	13,108 -3,809	-23%	-$510K	0.15%	76
2017 Q3	$2.19M	Sell	16,917 -84,728	-83%	-$10.7M	0.19%	65
2017 Q2	$12.7M	Buy	101,645 +99,325	+4,281%	+$12.2M	1.44%	32
2017 Q1	$282K	Buy	2,320 +8	+0.3%	+$958	0.03%	95
2016 Q4	$267K	Sell	2,312 -37	-2%	-$4.16K	0.03%	96
2016 Q3	$262K	Buy	+2,349	New	+$261K	0.03%	94

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's VTI Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2023: 2,339 shares worth $497K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in VTI as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in VTI in Q3 2016 and has held it in 28 quarters since. The position peaked at $12.7M in Q2 2017. 2,403 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

Polaris Wealth Advisory Group held 2,339 shares of Vanguard Morningstar Total Stock Market ETF worth $497K as of Q3 2023.
Vanguard Morningstar Total Stock Market ETF was a new Polaris Wealth Advisory Group position in Q3 2023.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #132 holding.
Polaris Wealth Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 28 quarters since.
Polaris Wealth Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $12.7M in Q2 2017.
2,403 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.