SVB Investment Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

SVB Investment Services’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 Q1	–	Sell	-2,620	Closed	-$630K	–	44
2021 Q4	$630K	Buy	2,620 +3	+0.1%	+$708	0.42%	28
2021 Q3	$581K	Sell	2,617 -21	-0.8%	-$4.79K	0.39%	28
2021 Q2	$588K	Hold	2,638	–	–	0.39%	28
2021 Q1	$545K	Sell	2,638 -2,726	-51%	-$552K	0.43%	28
2020 Q4	$1.04M	Sell	5,364 -100	-2%	-$18.3K	0.81%	20
2020 Q3	$931K	Buy	5,464 +4,629	+554%	+$779K	0.79%	20
2020 Q2	$131K	Sell	835 -835	-50%	-$123K	0.12%	41
2020 Q1	$216K	Buy	1,670 +122	+8%	+$18.9K	0.19%	33
2019 Q4	$253K	Buy	+1,548	New	+$243K	0.24%	34

Other funds holding VTI

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

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

SVB Investment Services's VTI Position: Q1 2022 in Review

SVB Investment Services sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 2,620 shares — an estimated $630K sold.

SVB Investment Services first reported a position in VTI in Q4 2019 and held it in 9 quarters. The position peaked at $1.04M in Q4 2020. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

SVB Investment Services reported no remaining Vanguard Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
SVB Investment Services sold 2,620 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $630K.
SVB Investment Services first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 9 quarters.
SVB Investment Services's Vanguard Total Stock Market ETF position peaked at $1.04M in Q4 2020.
2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.