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

Rational 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	–	Sell	-142,133	Closed	-$34.3M	–	298
2021 Q4	$34.3M	Buy	142,133 +27,867	+24%	+$6.58M	2.1%	16
2021 Q3	$25.4M	Buy	114,266 +44,890	+65%	+$10.2M	1.98%	17
2021 Q2	$15.5M	Buy	69,376 +30,449	+78%	+$6.61M	1.82%	14
2021 Q1	$8.05M	Buy	38,927 +17,672	+83%	+$3.58M	1.49%	16
2020 Q4	$4.14M	Buy	21,255 +14,145	+199%	+$2.59M	1.11%	19
2020 Q3	$1.21M	Buy	7,110 +3,326	+88%	+$559K	0.52%	62
2020 Q2	$592K	Buy	3,784 +809	+27%	+$119K	0.31%	105
2020 Q1	$384K	Buy	+2,975	New	+$460K	0.28%	104

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

Rational Advisors's VTI Position: Q1 2022 in Review

Rational Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 142,133 shares — an estimated $34.3M sold.

Rational Advisors first reported a position in VTI in Q1 2020 and held it in 8 quarters. The position peaked at $34.3M in Q4 2021. 2,226 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Rational Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Rational Advisors sold 142,133 Vanguard Morningstar Total Stock Market ETF shares in Q1 2022, an estimated $34.3M.
Rational Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and held it in 8 quarters.
Rational Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $34.3M in Q4 2021.
2,226 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2022.

Based on Rational Advisors's 13F filing for Q1 2022, filed 10 May 2022.