Professional Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Professional Planning’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 Q3	$1.33M	Buy	6,003 +19	+0.3%	+$4.33K	0.64%	29
2021 Q2	$1.33M	Buy	5,984 +18	+0.3%	+$3.91K	0.61%	31
2021 Q1	$1.23M	Sell	5,966 -370	-6%	-$74.9K	0.6%	33
2020 Q4	$1.23M	Buy	+6,336	New	+$1.16M	0.5%	41
2020 Q3	–	Sell	-6,315	Closed	-$988K	–	108
2020 Q2	$988K	Buy	+6,315	New	+$931K	0.53%	41

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Professional Planning's VTI Position: Q3 2021 in Review

Professional Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.32% in Q3 2021, buying an estimated $4.33K and bringing the position to 6,003 shares worth $1.33M. The position accounts for 0.64% of the portfolio, ranked #29.

Professional Planning first reported a position in VTI in Q2 2020 and has held it in 5 quarters since. 1,901 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Professional Planning held 6,003 shares of Vanguard Morningstar Total Stock Market ETF worth $1.33M as of Q3 2021.
Professional Planning bought 19 Vanguard Morningstar Total Stock Market ETF shares in Q3 2021, an estimated $4.33K.
Vanguard Morningstar Total Stock Market ETF made up 0.64% of Professional Planning's portfolio in Q3 2021, its #29 holding.
Professional Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 5 quarters since.
1,901 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.