SCA
VTI icon

Strategic Capital Advisers’s Vanguard 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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
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