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Suncoast Equity Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Suncoast Equity Management’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
2021
Q1 		– Sell
-6,768
Closed -$1.32M – 48
2020
Q4 		$1.32M Buy
+6,768
New +$1.24M 0.21% 23

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Suncoast Equity Management's VTI Position: Q1 2021 in Review

Suncoast Equity Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2021, closing a stake of 6,768 shares — an estimated $1.32M sold.

Suncoast Equity Management first reported a position in VTI in Q4 2020 and held it in 1 quarter. The position peaked at $1.32M in Q4 2020. 1,820 funds tracked by Wall St. Rank hold VTI as of Q1 2021.

  • Suncoast Equity Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2021 after selling out during the quarter.
  • Suncoast Equity Management sold 6,768 Vanguard Morningstar Total Stock Market ETF shares in Q1 2021, an estimated $1.32M.
  • Suncoast Equity Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 1 quarter.
  • Suncoast Equity Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.32M in Q4 2020.
  • 1,820 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2021.

Based on Suncoast Equity Management's 13F filing for Q1 2021, filed 6 May 2021.