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

Resource Planning 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
2020 Q1	–	Sell	-14,332	Closed	-$2.35M	–	58
2019 Q4	$2.35M	Buy	14,332 +1,276	+10%	+$200K	1.34%	18
2019 Q3	$1.97M	Sell	13,056 -164	-1%	-$24.7K	1.15%	19
2019 Q2	$1.98M	Sell	13,220 -108	-0.8%	-$15.9K	1.17%	19
2019 Q1	$1.93M	Buy	+13,328	New	+$1.86M	1.27%	17

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Resource Planning Group's VTI Position: Q1 2020 in Review

Resource Planning Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2020, closing a stake of 14,332 shares — an estimated $2.35M sold.

Resource Planning Group first reported a position in VTI in Q1 2019 and held it in 4 quarters. The position peaked at $2.35M in Q4 2019. 1,501 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

Resource Planning Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Resource Planning Group sold 14,332 Vanguard Morningstar Total Stock Market ETF shares in Q1 2020, an estimated $2.35M.
Resource Planning Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and held it in 4 quarters.
Resource Planning Group's Vanguard Morningstar Total Stock Market ETF position peaked at $2.35M in Q4 2019.
1,501 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2020.

Based on Resource Planning Group's 13F filing for Q1 2020, filed 14 Apr 2020.