Surevest’s Vanguard Total Stock Market ETF VTI Stock Holding History

Surevest’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 Q3	$112K	Hold	622	–	–	0.03%	161
2022 Q2	$117K	Hold	622	–	–	0.03%	161
2022 Q1	$142K	Sell	622 -23	-4%	-$5.17K	0.03%	145
2021 Q4	$156K	Buy	+645	New	+$152K	0.04%	131
2019 Q1	–	Sell	-2,336	Closed	-$298K	–	145
2018 Q4	$298K	Buy	+2,336	New	+$323K	0.24%	84

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's VTI Position: Q3 2022 in Review

Surevest held its Vanguard Total Stock Market ETF (VTI) position steady in Q3 2022 at 622 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #161.

Surevest first reported a position in VTI in Q4 2018 and has held it in 5 quarters since. The position peaked at $298K in Q4 2018. 2,144 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

Surevest held 622 shares of Vanguard Total Stock Market ETF worth $112K as of Q3 2022.
Surevest left its Vanguard Total Stock Market ETF share count unchanged in Q3 2022.
Vanguard Total Stock Market ETF made up 0.03% of Surevest's portfolio in Q3 2022, its #161 holding.
Surevest first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 5 quarters since.
Surevest's Vanguard Total Stock Market ETF position peaked at $298K in Q4 2018.
2,144 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.