Rowland Carmichael Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Rowland Carmichael 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
2020 Q4	$4.76M	Buy	24,454 +1,570	+7%	+$287K	1.51%	11
2020 Q3	$3.9M	Sell	22,884 -1,882	-8%	-$317K	1.53%	9
2020 Q2	$3.88M	Sell	24,766 -1,198	-5%	-$177K	1.65%	10
2020 Q1	$3.35M	Sell	25,964 -104,072	-80%	-$16.1M	1.7%	8
2019 Q4	$21.3M	Sell	130,036 -11,428	-8%	-$1.79M	7.31%	1
2019 Q3	$21.4M	Sell	141,464 -43,088	-23%	-$6.49M	7.33%	1
2019 Q2	$27.7M	Buy	184,552 +2,078	+1%	+$306K	9.59%	1
2019 Q1	$26.4M	Sell	182,474 -7,353	-4%	-$1.03M	9.7%	1
2018 Q4	$24.2M	Buy	189,827 +100,126	+112%	+$13.8M	10.71%	1
2018 Q3	$13.4M	Sell	89,701 -2,152	-2%	-$317K	5.21%	3
2018 Q2	$12.9M	Sell	91,853 -3,191	-3%	-$445K	5.47%	2
2018 Q1	$12.9M	Sell	95,044 -9,399	-9%	-$1.32M	7.06%	1
2017 Q4	$14.3M	Buy	104,443 +2,329	+2%	+$312K	7.38%	1
2017 Q3	$13.2M	Buy	102,114 +3,582	+4%	+$454K	7.32%	1
2017 Q2	$12.3M	Buy	98,532 +4,800	+5%	+$591K	7.11%	1
2017 Q1	$11.4M	Buy	93,732 +7,882	+9%	+$944K	6.91%	1
2016 Q4	$9.9M	Buy	85,850 +52,889	+160%	+$5.95M	5.84%	1
2016 Q3	$3.67M	Sell	32,961 -2,141	-6%	-$237K	2.34%	2
2016 Q2	$3.76M	Buy	35,102 +7,141	+26%	+$757K	2.37%	2
2016 Q1	$2.93M	Buy	+27,961	New	+$2.77M	2.71%	4

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

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Rowland Carmichael Advisors's VTI Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 6.9% in Q4 2020, buying an estimated $287K and bringing the position to 24,454 shares worth $4.76M. The position accounts for 1.51% of the portfolio, ranked #11.

Rowland Carmichael Advisors first reported a position in VTI in Q1 2016 and has held it in 20 quarters since. The position peaked at $27.7M in Q2 2019. 1,771 funds tracked by Wall St. Rank hold VTI as of Q4 2020.

Rowland Carmichael Advisors held 24,454 shares of Vanguard Total Stock Market ETF worth $4.76M as of Q4 2020.
Rowland Carmichael Advisors bought 1,570 Vanguard Total Stock Market ETF shares in Q4 2020, an estimated $287K.
Vanguard Total Stock Market ETF made up 1.51% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #11 holding.
Rowland Carmichael Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's Vanguard Total Stock Market ETF position peaked at $27.7M in Q2 2019.
1,771 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.