Ten Capital Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Ten Capital Wealth 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
2023 Q2	$4.25M	Buy	19,292 +11,823	+158%	+$2.47M	1.23%	15
2023 Q1	$1.52M	Hold	7,469	–	–	0.5%	27
2022 Q4	$1.43M	Sell	7,469 -1,260	-14%	-$243K	0.57%	29
2022 Q3	$1.57M	Buy	8,729 +2,607	+43%	+$520K	0.71%	27
2022 Q2	$1.16M	Buy	6,122 +155	+3%	+$31.8K	0.5%	33
2022 Q1	$1.36M	Sell	5,967 -657	-10%	-$148K	0.57%	29
2021 Q4	$1.6M	Buy	6,624 +7	+0.1%	+$1.65K	0.65%	28
2021 Q3	$1.47M	Buy	6,617 +61	+0.9%	+$13.9K	0.69%	26
2021 Q2	$1.46M	Buy	6,556 +95	+1%	+$20.6K	0.33%	66
2021 Q1	$1.33M	Buy	6,461 +1,315	+26%	+$266K	0.33%	66
2020 Q4	$1M	Buy	+5,146	New	+$941K	0.28%	65

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Ten Capital Wealth Advisors's VTI Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 158% in Q2 2023, buying an estimated $2.47M and bringing the position to 19,292 shares worth $4.25M. The position accounts for 1.23% of the portfolio, ranked #15.

Ten Capital Wealth Advisors first reported a position in VTI in Q4 2020 and has held it in 11 quarters since. 2,379 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

Ten Capital Wealth Advisors held 19,292 shares of Vanguard Total Stock Market ETF worth $4.25M as of Q2 2023.
Ten Capital Wealth Advisors bought 11,823 Vanguard Total Stock Market ETF shares in Q2 2023, an estimated $2.47M.
Vanguard Total Stock Market ETF made up 1.23% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #15 holding.
Ten Capital Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 11 quarters since.
2,379 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.