Stonnington Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Stonnington Group’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	$494K	Buy	2,400 +105	+5%	+$21K	0.13%	150
2022 Q4	$449K	Sell	2,295 -31	-1%	-$5.97K	0.12%	143
2022 Q3	$430K	Buy	2,326 +86	+4%	+$17.1K	0.12%	141
2022 Q2	$436K	Sell	2,240 -349	-13%	-$71.7K	0.12%	146
2022 Q1	$573K	Buy	2,589 +101	+4%	+$22.7K	0.14%	147
2021 Q4	$592K	Buy	2,488 +65	+3%	+$15.3K	0.13%	149
2021 Q3	$549K	Hold	2,423	–	–	0.12%	160
2021 Q2	$541K	Buy	2,423 +1	+0%	+$217	0.12%	165
2021 Q1	$508K	Buy	+2,422	New	+$490K	0.12%	162

Other funds holding VTI

RIM

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

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

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

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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonnington Group's VTI Position: Q1 2023 in Review

Stonnington Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.6% in Q1 2023, buying an estimated $21K and bringing the position to 2,400 shares worth $494K. The position accounts for 0.13% of the portfolio, ranked #150.

Stonnington Group first reported a position in VTI in Q1 2021 and has held it in 9 quarters since. The position peaked at $592K in Q4 2021. 2,333 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

Stonnington Group held 2,400 shares of Vanguard Morningstar Total Stock Market ETF worth $494K as of Q1 2023.
Stonnington Group bought 105 Vanguard Morningstar Total Stock Market ETF shares in Q1 2023, an estimated $21K.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of Stonnington Group's portfolio in Q1 2023, its #150 holding.
Stonnington Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 9 quarters since.
Stonnington Group's Vanguard Morningstar Total Stock Market ETF position peaked at $592K in Q4 2021.
2,333 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.