Resource Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Resource Management’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 Q4	$1.48M	Buy	6,143 +27	+0.4%	+$6.37K	0.15%	49
2021 Q3	$1.36M	Buy	6,116 +263	+4%	+$60K	0.16%	51
2021 Q2	$1.3M	Buy	5,853 +1,356	+30%	+$294K	0.15%	50
2021 Q1	$930K	Buy	4,497 +120	+3%	+$24.3K	0.11%	68
2020 Q4	$852K	Buy	4,377 +1,518	+53%	+$277K	0.12%	66
2020 Q3	$487K	Buy	2,859 +125	+5%	+$21K	0.08%	87
2020 Q2	$427K	Buy	2,734 +272	+11%	+$40.1K	0.07%	86
2020 Q1	$317K	Hold	2,462	–	–	0.07%	98
2019 Q4	$403K	Hold	2,462	–	–	0.06%	97
2019 Q3	$371K	Hold	2,462	–	–	0.06%	99
2019 Q2	$370K	Hold	2,462	–	–	0.06%	99
2019 Q1	$356K	Hold	2,462	–	–	0.06%	101
2018 Q4	$314K	Buy	2,462 +284	+13%	+$39.2K	0.07%	95
2018 Q3	$326K	Hold	2,178	–	–	0.06%	103
2018 Q2	$305K	Buy	2,178 +586	+37%	+$81.8K	0.06%	96
2018 Q1	$216K	Sell	1,592 -518	-25%	-$72.6K	0.05%	119
2017 Q4	$288K	Buy	+2,110	New	+$282K	0.06%	101

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Resource Management's VTI Position: Q4 2021 in Review

Resource Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.44% in Q4 2021, buying an estimated $6.37K and bringing the position to 6,143 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #49.

Resource Management first reported a position in VTI in Q4 2017 and has held it in 17 quarters since. 2,232 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

Resource Management held 6,143 shares of Vanguard Morningstar Total Stock Market ETF worth $1.48M as of Q4 2021.
Resource Management bought 27 Vanguard Morningstar Total Stock Market ETF shares in Q4 2021, an estimated $6.37K.
Vanguard Morningstar Total Stock Market ETF made up 0.15% of Resource Management's portfolio in Q4 2021, its #49 holding.
Resource Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 17 quarters since.
2,232 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.