PV
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Private Vista’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Private Vista’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
2020
Q2 		$375K Sell
2,403
-764
-24% -$113K 0.18% 76
2020
Q1 		$408K Buy
+3,167
New +$490K 0.15% 83

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Private Vista's VTI Position: Q2 2020 in Review

Private Vista reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 24% in Q2 2020, selling an estimated $113K and leaving 2,403 shares worth $375K. The position accounts for 0.18% of the portfolio, ranked #76.

Private Vista first reported a position in VTI in Q1 2020 and has held it in 2 quarters since. The position peaked at $408K in Q1 2020. 1,552 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

  • Private Vista held 2,403 shares of Vanguard Morningstar Total Stock Market ETF worth $375K as of Q2 2020.
  • Private Vista sold 764 Vanguard Morningstar Total Stock Market ETF shares in Q2 2020, an estimated $113K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of Private Vista's portfolio in Q2 2020, its #76 holding.
  • Private Vista first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 2 quarters since.
  • Private Vista's Vanguard Morningstar Total Stock Market ETF position peaked at $408K in Q1 2020.
  • 1,552 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.