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SBK Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SBK Financial’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 		$379K Hold
1,983
– – 0.6% 51
2022
Q3 		$356K Hold
1,983
– – 0.55% 50
2022
Q2 		$374K Buy
+1,983
New +$407K 0.49% 54

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SBK Financial's VTI Position: Q4 2022 in Review

SBK Financial held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2022 at 1,983 shares worth $379K. The position accounts for 0.6% of the portfolio, ranked #51.

SBK Financial first reported a position in VTI in Q2 2022 and has held it in 3 quarters since. 2,304 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

  • SBK Financial held 1,983 shares of Vanguard Morningstar Total Stock Market ETF worth $379K as of Q4 2022.
  • SBK Financial left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2022.
  • Vanguard Morningstar Total Stock Market ETF made up 0.6% of SBK Financial's portfolio in Q4 2022, its #51 holding.
  • SBK Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 3 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.