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Sierra Capital’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sierra Capital’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
Q1 		– Sell
-247
Closed -$47K – 545
2022
Q4 		$47K Buy
247
+62
+34% +$11.9K 0.01% 260
2022
Q3 		$33K Buy
185
+39
+27% +$7.77K 0.01% 292
2022
Q2 		$28K Buy
146
+77
+112% +$15.8K 0.01% 374
2022
Q1 		$16K Buy
69
+50
+263% +$11.2K ﹤0.01% 431
2021
Q4 		$5K Buy
+19
New +$4.49K ﹤0.01% 537

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $757B AUM 28.64% 1-Year Est. Return

Sierra Capital's VTI Position: Q1 2023 in Review

Sierra Capital sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2023, closing a stake of 247 shares — an estimated $47K sold.

Sierra Capital first reported a position in VTI in Q4 2021 and held it in 5 quarters. The position peaked at $47K in Q4 2022. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

  • Sierra Capital reported no remaining Vanguard Total Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 247 Vanguard Total Stock Market ETF shares in Q1 2023, an estimated $47K.
  • Sierra Capital first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 5 quarters.
  • Sierra Capital's Vanguard Total Stock Market ETF position peaked at $47K in Q4 2022.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.