SWM Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SWM Advisors’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	$215K	Sell	1,198 -4	-0.3%	-$797	0.2%	22
2022 Q2	$227K	Buy	1,202 +76	+7%	+$15.6K	0.21%	19
2022 Q1	$256K	Buy	1,126 +39	+4%	+$8.77K	0.2%	24
2021 Q4	$251K	Buy	+1,087	New	+$257K	0.22%	25

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MPM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SWM Advisors's VTI Position: Q3 2022 in Review

SWM Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.33% in Q3 2022, selling an estimated $797 and leaving 1,198 shares worth $215K. The position accounts for 0.2% of the portfolio, ranked #22.

SWM Advisors first reported a position in VTI in Q4 2021 and has held it in 4 quarters since. The position peaked at $256K in Q1 2022. 2,146 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

SWM Advisors held 1,198 shares of Vanguard Morningstar Total Stock Market ETF worth $215K as of Q3 2022.
SWM Advisors sold 4 Vanguard Morningstar Total Stock Market ETF shares in Q3 2022, an estimated $797.
Vanguard Morningstar Total Stock Market ETF made up 0.2% of SWM Advisors's portfolio in Q3 2022, its #22 holding.
SWM Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 4 quarters since.
SWM Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $256K in Q1 2022.
2,146 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.