SBB Research Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SBB Research 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
2023 Q3	$7.47M	Hold	35,153	–	–	13.32%	2
2023 Q2	$7.74M	Sell	35,153 -68,552	-66%	-$14.3M	14.05%	2
2023 Q1	$21.2M	Hold	103,705	–	–	29.86%	1
2022 Q4	$19.8M	Hold	103,705	–	–	28.63%	1
2022 Q3	$18.6M	Hold	103,705	–	–	26.35%	1
2022 Q2	$19.6M	Hold	103,705	–	–	7.83%	5
2022 Q1	$23.6M	Hold	103,705	–	–	5.1%	7
2021 Q4	$25M	Buy	+103,705	New	+$24.5M	3.75%	6

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

SBB Research Group's VTI Position: Q3 2023 in Review

SBB Research Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2023 at 35,153 shares worth $7.47M. The position accounts for 13.32% of the portfolio, ranked #2.

SBB Research Group first reported a position in VTI in Q4 2021 and has held it in 8 quarters since. The position peaked at $25M in Q4 2021. 2,403 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

SBB Research Group held 35,153 shares of Vanguard Morningstar Total Stock Market ETF worth $7.47M as of Q3 2023.
SBB Research Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2023.
Vanguard Morningstar Total Stock Market ETF made up 13.32% of SBB Research Group's portfolio in Q3 2023, its #2 holding.
SBB Research Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 8 quarters since.
SBB Research Group's Vanguard Morningstar Total Stock Market ETF position peaked at $25M in Q4 2021.
2,403 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.