Strategic Capital Advisers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Strategic 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 Q2	$3.96M	Buy	20,994 +5	+0%	+$1.03K	3.27%	5
2022 Q1	$4.78M	Hold	20,989	–	–	3.64%	4
2021 Q4	$5.07M	Sell	20,989 -1,799	-8%	-$425K	3.63%	3
2021 Q3	$5.06M	Sell	22,788 -2,499	-10%	-$570K	3.94%	3
2021 Q2	$5.63M	Sell	25,287 -4,000	-14%	-$868K	4.66%	3
2021 Q1	$6.05M	Sell	29,287 -1,994	-6%	-$403K	5.26%	3
2020 Q4	$6.09M	Buy	31,281 +4,006	+15%	+$732K	5.19%	3
2020 Q3	$4.64M	Sell	27,275 -1,092	-4%	-$184K	4.36%	4
2020 Q2	$4.44M	Buy	+28,367	New	+$4.18M	4.46%	4
2019 Q4	–	Sell	-187	Closed	-$28K	–	82
2019 Q3	$28K	Buy	+187	New	+$28.2K	0.03%	63

Other funds holding VTI

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

RIM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

MPM

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

Strategic Capital Advisers's VTI Position: Q2 2022 in Review

Strategic Capital Advisers increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.02% in Q2 2022, buying an estimated $1.03K and bringing the position to 20,994 shares worth $3.96M. The position accounts for 3.27% of the portfolio, ranked #5.

Strategic Capital Advisers first reported a position in VTI in Q3 2019 and has held it in 10 quarters since. The position peaked at $6.09M in Q4 2020. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Strategic Capital Advisers held 20,994 shares of Vanguard Morningstar Total Stock Market ETF worth $3.96M as of Q2 2022.
Strategic Capital Advisers bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $1.03K.
Vanguard Morningstar Total Stock Market ETF made up 3.27% of Strategic Capital Advisers's portfolio in Q2 2022, its #5 holding.
Strategic Capital Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 10 quarters since.
Strategic Capital Advisers's Vanguard Morningstar Total Stock Market ETF position peaked at $6.09M in Q4 2020.
2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.