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

Reilly Financial 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
2016
Q2 		– Sell
-4,096
Closed -$429K – 985
2016
Q1 		$429K Buy
+4,096
New +$406K 0.07% 129

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Reilly Financial Advisors's VTI Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.93% in Q4 2021, selling an estimated $7.55K and leaving 3,396 shares worth $820K. The position accounts for 0.06% of the portfolio, ranked #128.

Reilly Financial Advisors first reported a position in VTI in Q1 2015 and has held it in 27 quarters since. 2,232 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

  • Reilly Financial Advisors held 3,396 shares of Vanguard Morningstar Total Stock Market ETF worth $820K as of Q4 2021.
  • Reilly Financial Advisors sold 32 Vanguard Morningstar Total Stock Market ETF shares in Q4 2021, an estimated $7.55K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Reilly Financial Advisors's portfolio in Q4 2021, its #128 holding.
  • Reilly Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2015 and has held it in 27 quarters since.
  • 2,232 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.