Thomas Story & Son’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Thomas Story & Son’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 Q2	–	Sell	-1,449	Closed	-$330K	–	59
2022 Q1	$330K	Sell	1,449 -151	-9%	-$34K	0.13%	54
2021 Q4	$386K	Hold	1,600	–	–	0.15%	53
2021 Q3	$355K	Hold	1,600	–	–	0.15%	53
2021 Q2	$357K	Hold	1,600	–	–	0.13%	53
2021 Q1	$331K	Hold	1,600	–	–	0.12%	53
2020 Q4	$311K	Hold	1,600	–	–	0.13%	53
2020 Q3	$272K	Hold	1,600	–	–	0.12%	55
2020 Q2	$250K	Hold	1,600	–	–	0.12%	54
2020 Q1	$206K	Hold	1,600	–	–	0.12%	54
2019 Q4	$262K	Hold	1,600	–	–	0.13%	49
2019 Q3	$242K	Hold	1,600	–	–	0.13%	51
2019 Q2	$240K	Hold	1,600	–	–	0.12%	50
2019 Q1	$232K	Hold	1,600	–	–	0.12%	49
2018 Q4	$204K	Hold	1,600	–	–	0.12%	51
2018 Q3	$239K	Hold	1,600	–	–	0.13%	51
2018 Q2	$225K	Hold	1,600	–	–	0.13%	52
2018 Q1	$217K	Hold	1,600	–	–	0.13%	53
2017 Q4	$220K	Hold	1,600	–	–	0.13%	53
2017 Q3	$207K	Buy	+1,600	New	+$203K	0.11%	54

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MPM

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

Thomas Story & Son's VTI Position: Q2 2022 in Review

Thomas Story & Son sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 1,449 shares — an estimated $330K sold.

Thomas Story & Son first reported a position in VTI in Q3 2017 and held it in 19 quarters. The position peaked at $386K in Q4 2021. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Thomas Story & Son reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Thomas Story & Son sold 1,449 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $330K.
Thomas Story & Son first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and held it in 19 quarters.
Thomas Story & Son's Vanguard Morningstar Total Stock Market ETF position peaked at $386K in Q4 2021.
2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Thomas Story & Son's 13F filing for Q2 2022, filed 11 Aug 2022.