Seneca House Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Seneca House Advisors’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 Q1	–	Sell	-1,494	Closed	-$291K	–	82
2020 Q4	$291K	Sell	1,494 -400	-21%	-$73.1K	0.21%	64
2020 Q3	$323K	Sell	1,894 -371	-16%	-$62.4K	0.26%	57
2020 Q2	$355K	Sell	2,265 -220	-9%	-$32.4K	0.3%	49
2020 Q1	$320K	Buy	2,485 +427	+21%	+$66K	0.34%	45
2019 Q4	$337K	Buy	2,058 +6	+0.3%	+$940	0.29%	68
2019 Q3	$310K	Sell	2,052 -954	-32%	-$144K	0.29%	69
2019 Q2	$457K	Buy	3,006 +251	+9%	+$37K	0.42%	60
2019 Q1	$399K	Sell	2,755 -107	-4%	-$14.9K	0.35%	68
2018 Q4	$365K	Hold	2,862	–	–	0.34%	69
2018 Q3	$428K	Buy	2,862 +952	+50%	+$140K	0.34%	70
2018 Q2	$268K	Sell	1,910 -177	-8%	-$24.7K	0.22%	81
2018 Q1	$283K	Sell	2,087 -783	-27%	-$110K	0.24%	82
2017 Q4	$394K	Buy	+2,870	New	+$384K	0.34%	74

Other funds holding VTI

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

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

Seneca House Advisors's VTI Position: Q1 2021 in Review

Seneca House Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2021, closing a stake of 1,494 shares — an estimated $291K sold.

Seneca House Advisors first reported a position in VTI in Q4 2017 and held it in 13 quarters. The position peaked at $457K in Q2 2019. 1,819 funds tracked by Wall St. Rank hold VTI as of Q1 2021.

Seneca House Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q1 2021 after selling out during the quarter.
Seneca House Advisors sold 1,494 Vanguard Total Stock Market ETF shares in Q1 2021, an estimated $291K.
Seneca House Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and held it in 13 quarters.
Seneca House Advisors's Vanguard Total Stock Market ETF position peaked at $457K in Q2 2019.
1,819 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2021.

Based on Seneca House Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.