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

Sanford 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
2022 Q4	$1.89M	Buy	9,860 +3,719	+61%	+$717K	0.45%	40
2022 Q3	$1.1M	Buy	6,141 +2,601	+73%	+$518K	0.31%	39
2022 Q2	$668K	Buy	3,540 +492	+16%	+$101K	0.19%	56
2022 Q1	$694K	Buy	3,048 +768	+34%	+$173K	0.19%	51
2021 Q4	$550K	Buy	2,280 +83	+4%	+$19.6K	0.12%	61
2021 Q3	$488K	Buy	2,197 +179	+9%	+$40.8K	0.12%	65
2021 Q2	$449K	Sell	2,018 -135	-6%	-$29.3K	0.12%	68
2021 Q1	$445K	Hold	2,153	–	–	0.12%	64
2020 Q4	$419K	Buy	+2,153	New	+$394K	0.13%	63

Other funds holding VTI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Sanford Advisory Services's VTI Position: Q4 2022 in Review

Sanford Advisory Services increased its Vanguard Total Stock Market ETF (VTI) stake by 61% in Q4 2022, buying an estimated $717K and bringing the position to 9,860 shares worth $1.89M. The position accounts for 0.45% of the portfolio, ranked #40.

Sanford Advisory Services first reported a position in VTI in Q4 2020 and has held it in 9 quarters since. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

Sanford Advisory Services held 9,860 shares of Vanguard Total Stock Market ETF worth $1.89M as of Q4 2022.
Sanford Advisory Services bought 3,719 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $717K.
Vanguard Total Stock Market ETF made up 0.45% of Sanford Advisory Services's portfolio in Q4 2022, its #40 holding.
Sanford Advisory Services first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 9 quarters since.
2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.