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

Regal Wealth 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 Q4	$7.1M	Buy	30,483 +235	+0.8%	+$52K	4.38%	7
2023 Q3	$6.42M	Buy	30,248 +445	+1%	+$98.5K	4.39%	7
2023 Q2	$6.5M	Buy	29,803 +14,804	+99%	+$3.09M	4.26%	7
2023 Q1	$3.09M	Buy	14,999 +5,006	+50%	+$1M	2.2%	13
2022 Q4	$1.91M	Sell	9,993 -8	-0.1%	-$1.54K	1.4%	17
2022 Q3	$1.85M	Hold	10,001	–	–	1.43%	17
2022 Q2	$1.89M	Sell	10,001 -9	-0.1%	-$1.85K	1.36%	19
2022 Q1	$2.21M	Sell	10,010 -147	-1%	-$33.1K	1.38%	19
2021 Q4	$2.45M	Hold	10,157	–	–	1.38%	19
2021 Q3	$2.25M	Hold	10,157	–	–	1.35%	20
2021 Q2	$2.26M	Hold	10,157	–	–	1.34%	21
2021 Q1	$2.1M	Sell	10,157 -116	-1%	-$23.5K	1.23%	20
2020 Q4	$2M	Sell	10,273 -438	-4%	-$80.1K	1.22%	19
2020 Q3	$1.82M	Sell	10,711 -23	-0.2%	-$3.87K	1.42%	19
2020 Q2	$1.68M	Buy	10,734 +334	+3%	+$49.3K	1.39%	19
2020 Q1	$1.34M	Hold	10,400	–	–	1.31%	19
2019 Q4	$1.7M	Hold	10,400	–	–	1.1%	21
2019 Q3	$1.57M	Hold	10,400	–	–	1.08%	19
2019 Q2	$1.56M	Hold	10,400	–	–	1.08%	20
2019 Q1	$1.5M	Hold	10,400	–	–	1.08%	20
2018 Q4	$1.33M	Hold	10,400	–	–	1.21%	20
2018 Q3	$1.56M	Hold	10,400	–	–	1.06%	20
2018 Q2	$1.46M	Hold	10,400	–	–	1.55%	18
2018 Q1	$1.41M	Hold	10,400	–	–	1.09%	19
2017 Q4	$1.43M	Hold	10,400	–	–	1.01%	19
2017 Q3	$1.35M	Hold	10,400	–	–	0.99%	20
2017 Q2	$1.29M	Hold	10,400	–	–	1.01%	21
2017 Q1	$1.26M	Hold	10,400	–	–	0.96%	26
2016 Q4	$1.2M	Hold	10,400	–	–	0.97%	27
2016 Q3	$1.16M	Hold	10,400	–	–	1.05%	19
2016 Q2	$1.11M	Hold	10,400	–	–	1.05%	19
2016 Q1	$1.09M	Hold	10,400	–	–	1.05%	20
2015 Q4	$1.08M	Buy	+10,400	New	+$1.1M	1.07%	20

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Regal Wealth Group's VTI Position: Q4 2023 in Review

Regal Wealth Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.78% in Q4 2023, buying an estimated $52K and bringing the position to 30,483 shares worth $7.1M. The position accounts for 4.38% of the portfolio, ranked #7.

Regal Wealth Group first reported a position in VTI in Q4 2015 and has held it in 33 quarters since. 2,680 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

Regal Wealth Group held 30,483 shares of Vanguard Morningstar Total Stock Market ETF worth $7.1M as of Q4 2023.
Regal Wealth Group bought 235 Vanguard Morningstar Total Stock Market ETF shares in Q4 2023, an estimated $52K.
Vanguard Morningstar Total Stock Market ETF made up 4.38% of Regal Wealth Group's portfolio in Q4 2023, its #7 holding.
Regal Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 33 quarters since.
2,680 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2023.

Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.