STALEY CAPITAL ADVISERS’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

STALEY CAPITAL ADVISERS’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 Q1	–	Sell	-865	Closed	-$209K	–	190
2021 Q4	$209K	Sell	865 -50	-5%	-$11.8K	0.01%	179
2021 Q3	$203K	Buy	+915	New	+$209K	0.01%	176
2017 Q1	–	Sell	-3,858	Closed	-$445K	–	148
2016 Q4	$445K	Buy	3,858 +119	+3%	+$13.4K	0.04%	86
2016 Q3	$416K	Buy	3,739 +3,052	+444%	+$338K	0.04%	85
2016 Q2	$395K	Sell	687 -3,000	-81%	-$318K	0.04%	83
2016 Q1	$386K	Hold	3,687	–	–	0.04%	83
2015 Q4	$385K	Hold	3,687	–	–	0.04%	89
2015 Q3	$364K	Hold	3,687	–	–	0.04%	94
2015 Q2	$395K	Sell	3,687 -1,000	-21%	-$109K	0.04%	93
2015 Q1	$503K	Hold	4,687	–	–	0.06%	81
2014 Q4	$497K	Hold	4,687	–	–	0.06%	74
2014 Q3	$475K	Hold	4,687	–	–	0.06%	81
2014 Q2	$477K	Buy	+4,687	New	+$462K	0.06%	82

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

STALEY CAPITAL ADVISERS's VTI Position: Q1 2022 in Review

STALEY CAPITAL ADVISERS sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 865 shares — an estimated $209K sold.

STALEY CAPITAL ADVISERS first reported a position in VTI in Q2 2014 and held it in 13 quarters. The position peaked at $503K in Q1 2015. 2,227 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

STALEY CAPITAL ADVISERS reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 865 Vanguard Morningstar Total Stock Market ETF shares in Q1 2022, an estimated $209K.
STALEY CAPITAL ADVISERS first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2014 and held it in 13 quarters.
STALEY CAPITAL ADVISERS's Vanguard Morningstar Total Stock Market ETF position peaked at $503K in Q1 2015.
2,227 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2022.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2022, filed 12 May 2022.