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RGT Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

RGT Wealth 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
2022
Q3 		– Sell
-86
Closed -$16K – 134
2022
Q2 		$16K Hold
86
– – ﹤0.01% 112
2022
Q1 		$20K Hold
86
– – ﹤0.01% 108
2021
Q4 		$21K Buy
+86
New +$20.3K ﹤0.01% 191

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RGT Wealth Advisors's VTI Position: Q3 2022 in Review

RGT Wealth Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2022, closing a stake of 86 shares — an estimated $16K sold.

RGT Wealth Advisors first reported a position in VTI in Q4 2021 and held it in 3 quarters. The position peaked at $21K in Q4 2021. 2,145 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

  • RGT Wealth Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 86 Vanguard Morningstar Total Stock Market ETF shares in Q3 2022, an estimated $16K.
  • RGT Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 3 quarters.
  • RGT Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $21K in Q4 2021.
  • 2,145 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.