RiverFront Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

RiverFront Investment 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
2023 Q1	–	Sell	-14,983	Closed	-$255K	–	114
2022 Q4	$255K	Buy	+14,983	New	+$2.89M	0.06%	96
2021 Q1	–	Sell	-7,447	Closed	-$1.45M	–	131
2020 Q4	$1.45M	Buy	+7,447	New	+$1.36M	0.03%	64
2020 Q2	–	Sell	-46,929	Closed	-$1.18M	–	63
2020 Q1	$1.18M	Buy	46,929 +31,807	+210%	+$4.92M	0.05%	52
2019 Q4	$2.47M	Buy	+15,122	New	+$2.37M	0.06%	58
2019 Q1	–	Sell	-579,670	Closed	-$74M	–	71
2018 Q4	$74M	Buy	+579,670	New	+$80M	2.01%	16
2017 Q1	–	Sell	-13,985	Closed	-$1.61M	–	66
2016 Q4	$1.61M	Buy	+13,985	New	+$1.57M	0.05%	54
2016 Q1	–	Sell	-218,248	Closed	-$22.8M	–	71
2015 Q4	$22.8M	Buy	218,248 +142,803	+189%	+$15M	0.66%	37
2015 Q3	$7.45M	Buy	+75,445	New	+$7.92M	0.22%	41
2015 Q1	–	Sell	-278,433	Closed	-$29.5M	–	86
2014 Q4	$29.5M	Buy	+278,433	New	+$28.8M	0.9%	25
2014 Q1	–	Sell	-4,121	Closed	-$395K	–	94
2013 Q4	$395K	Buy	+4,121	New	+$379K	0.01%	69

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RiverFront Investment Group's VTI Position: Q1 2023 in Review

RiverFront Investment Group sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2023, closing a stake of 14,983 shares — an estimated $255K sold.

RiverFront Investment Group first reported a position in VTI in Q4 2013 and held it in 10 quarters. The position peaked at $74M in Q4 2018. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

RiverFront Investment Group reported no remaining Vanguard Total Stock Market ETF position as of Q1 2023 after selling out during the quarter.
RiverFront Investment Group sold 14,983 Vanguard Total Stock Market ETF shares in Q1 2023, an estimated $255K.
RiverFront Investment Group first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and held it in 10 quarters.
RiverFront Investment Group's Vanguard Total Stock Market ETF position peaked at $74M in Q4 2018.
2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

Based on RiverFront Investment Group's 13F filing for Q1 2023, filed 15 May 2023.