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Sage Financial Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sage Financial Management 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
2021
Q2 		– Sell
-31
Closed -$6K – 113
2021
Q1 		$6K Buy
+31
New +$6.27K ﹤0.01% 112

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Sage Financial Management Group's VTI Position: Q2 2021 in Review

Sage Financial Management Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2021, closing a stake of 31 shares — an estimated $6K sold.

Sage Financial Management Group first reported a position in VTI in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 1,865 funds tracked by Wall St. Rank hold VTI as of Q2 2021.

  • Sage Financial Management Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 31 Vanguard Morningstar Total Stock Market ETF shares in Q2 2021, an estimated $6K.
  • Sage Financial Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $6K in Q1 2021.
  • 1,865 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.