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

Rooted 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
2023
Q3 		– Sell
-1,736
Closed -$382K – 85
2023
Q2 		$382K Sell
1,736
-1,051
-38% -$219K 0.26% 51
2023
Q1 		$572K Buy
+2,787
New +$558K 0.42% 42

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Rooted Wealth Advisors's VTI Position: Q3 2023 in Review

Rooted Wealth Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2023, closing a stake of 1,736 shares — an estimated $382K sold.

Rooted Wealth Advisors first reported a position in VTI in Q1 2023 and held it in 2 quarters. The position peaked at $572K in Q1 2023. 2,404 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

  • Rooted Wealth Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 1,736 Vanguard Morningstar Total Stock Market ETF shares in Q3 2023, an estimated $382K.
  • Rooted Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and held it in 2 quarters.
  • Rooted Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $572K in Q1 2023.
  • 2,404 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

Based on Rooted Wealth Advisors's 13F filing for Q3 2023, filed 21 Nov 2023.