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Relaxing Retirement Coach’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Relaxing Retirement Coach’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
Q2 		$992K Buy
4,503
+3,169
+238% +$661K 0.3% 37
2023
Q1 		$272K Buy
+1,334
New +$267K 0.09% 58

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Relaxing Retirement Coach's VTI Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 238% in Q2 2023, buying an estimated $661K and bringing the position to 4,503 shares worth $992K. The position accounts for 0.3% of the portfolio, ranked #37.

Relaxing Retirement Coach first reported a position in VTI in Q1 2023 and has held it in 2 quarters since. 2,383 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

  • Relaxing Retirement Coach held 4,503 shares of Vanguard Morningstar Total Stock Market ETF worth $992K as of Q2 2023.
  • Relaxing Retirement Coach bought 3,169 Vanguard Morningstar Total Stock Market ETF shares in Q2 2023, an estimated $661K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.3% of Relaxing Retirement Coach's portfolio in Q2 2023, its #37 holding.
  • Relaxing Retirement Coach first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 2 quarters since.
  • 2,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.