Silicon Valley Community Foundation’s Vanguard Total Stock Market ETF VTI Stock Holding History

Silicon Valley Community Foundation’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 Q2	–	Sell	-4,328,294	Closed	-$985M	–	37
2022 Q1	$985M	Buy	4,328,294 +4,040,885	+1,406%	+$909M	50%	1
2021 Q4	$69.4M	Sell	287,409 -234,232	-45%	-$55.3M	4.59%	7
2021 Q3	$116M	Buy	521,641 +133,196	+34%	+$30.4M	7.52%	5
2021 Q2	$86.6M	Hold	388,445	–	–	5.24%	6
2021 Q1	$80.3M	Buy	+388,445	New	+$78.6M	5.32%	6

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

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MPM

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

Silicon Valley Community Foundation's VTI Position: Q2 2022 in Review

Silicon Valley Community Foundation sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 4,328,294 shares — an estimated $985M sold.

Silicon Valley Community Foundation first reported a position in VTI in Q1 2021 and held it in 5 quarters. The position peaked at $985M in Q1 2022. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Silicon Valley Community Foundation reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Silicon Valley Community Foundation sold 4,328,294 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $985M.
Silicon Valley Community Foundation first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and held it in 5 quarters.
Silicon Valley Community Foundation's Vanguard Total Stock Market ETF position peaked at $985M in Q1 2022.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Silicon Valley Community Foundation's 13F filing for Q2 2022, filed 14 Nov 2023.