Sage Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sage Advisory Services’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 Q2	–	Sell	-995	Closed	-$203K	–	54
2023 Q1	$203K	Buy	+995	New	+$199K	0.06%	45
2022 Q2	–	Sell	-1,035	Closed	-$236K	–	59
2022 Q1	$236K	Hold	1,035	–	–	0.06%	49
2021 Q4	$250K	Buy	+1,035	New	+$244K	0.06%	54
2019 Q1	–	Sell	-12,539	Closed	-$1.6M	–	63
2018 Q4	$1.6M	Buy	12,539 +470	+4%	+$64.9K	0.17%	33
2018 Q3	$1.81M	Sell	12,069 -242	-2%	-$35.6K	0.17%	32
2018 Q2	$1.73M	Buy	12,311 +2,971	+32%	+$414K	0.17%	31
2018 Q1	$1.27M	Buy	+9,340	New	+$1.31M	0.13%	31
2017 Q3	–	Sell	-60,050	Closed	-$7.47M	–	53
2017 Q2	$7.47M	Buy	+60,050	New	+$7.4M	0.87%	19

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

Sage Advisory Services's VTI Position: Q2 2023 in Review

Sage Advisory Services sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2023, closing a stake of 995 shares — an estimated $203K sold.

Sage Advisory Services first reported a position in VTI in Q2 2017 and held it in 8 quarters. The position peaked at $7.47M in Q2 2017. 2,379 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

Sage Advisory Services reported no remaining Vanguard Total Stock Market ETF position as of Q2 2023 after selling out during the quarter.
Sage Advisory Services sold 995 Vanguard Total Stock Market ETF shares in Q2 2023, an estimated $203K.
Sage Advisory Services first reported a position in Vanguard Total Stock Market ETF in Q2 2017 and held it in 8 quarters.
Sage Advisory Services's Vanguard Total Stock Market ETF position peaked at $7.47M in Q2 2017.
2,379 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2023.

Based on Sage Advisory Services's 13F filing for Q2 2023, filed 2 Aug 2023.