Schubert & Co’s Vanguard Total Stock Market ETF VTI Stock Holding History

Schubert & Co’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 Q3	–	Sell	-9	Closed	-$2K	–	1605
2022 Q2	$2K	Buy	+9	New	+$1.85K	﹤0.01%	909

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

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

Schubert & Co's VTI Position: Q3 2022 in Review

Schubert & Co sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2022, closing a stake of 9 shares — an estimated $2K sold.

Schubert & Co first reported a position in VTI in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 2,144 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

Schubert & Co reported no remaining Vanguard Total Stock Market ETF position as of Q3 2022 after selling out during the quarter.
Schubert & Co sold 9 Vanguard Total Stock Market ETF shares in Q3 2022, an estimated $2K.
Schubert & Co first reported a position in Vanguard Total Stock Market ETF in Q2 2022 and held it in 1 quarter.
Schubert & Co's Vanguard Total Stock Market ETF position peaked at $2K in Q2 2022.
2,144 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2022.

Based on Schubert & Co's 13F filing for Q3 2022, filed 21 Oct 2022.